Advanced Settings
To create and modify accounts, go to the Accounts tab.
To add a new account click on the “Add Account” button located on the upper
right hand side of the ...
Sab, 7 Mar, 2015 a 10:50 A. M.
Contacts can be managed from the Contacts Tab. From
this section you can manage your contact settings and their relationship to a
particular account.
...
Sab, 7 Mar, 2015 a 10:50 A. M.
One of the options found on the Accounts and contacts
view is the managing of calls made to a contact or account.
Every time a contact from an acco...
Sab, 7 Mar, 2015 a 10:50 A. M.
Emails can be sent to a company’s contacts in a very
similar manner to calls.
Go to the contact and click on the Mail tab, all
emails sent to that...
Sab, 7 Mar, 2015 a 10:50 A. M.
With tasks management, you can organize your schedule
by creating milestones related to an account and / or contact in order to
better manage your time.
...
Sab, 7 Mar, 2015 a 10:51 A. M.
One of the most important features when managing
accounts are meetings with our contacts. Meetings can be schedule from the
accounts section or from the c...
Sab, 7 Mar, 2015 a 10:52 A. M.
One of the features available is the allocation of
products to be sold and / or services to be rendered through opportunities to our customers. Before a
...
Sab, 7 Mar, 2015 a 10:52 A. M.
Opportunities are managed from within the Account or
Contact you want to associate the Opportunity to. So to create an opportunity,
go to an account or co...
Sab, 7 Mar, 2015 a 10:53 A. M.
One way to inform customers or potential customers about
products and services is through an email marketing campaign. From the
Campaigns section email ca...
Vie, 20 Feb, 2015 a 12:58 P. M.
Through reports, information can be extracted by
applying filters which display desired information onto the screen and allows
you to export those results...
Sab, 7 Mar, 2015 a 10:54 A. M.