Overview
A page with all the surface details of the CRM module. All widgets are clickable.
Contacts
Add, remove, manage and communicate with all your contacts and clients from this page.
Companies
Add, remove, manage and communicate with all your companies from this page.
Activities
Lists all the activities and events that have taken place from all CRM agents and managers.
Schedules
When you have scheduled tasks, calls and meetings – they are all displayed here.
Contact Groups
Create custom groups from all your contacts and companies for targeted communication.
