CRM

• Getting Started
  • Contact Life Stages & Owners
  • Overview Page
• Overview
  • View All Contacts
  • View All Companies
  • My Schedules
  • Today’s Schedules
  • Upcoming Schedules
  • View Recently Added Contacts & Companies
• Contacts Management
  • Adding a New Contact
  • Contact Filtering & Search Segment
  • Setting up a Meeting
  • Scheduling Tasks
  • Assigning a Contact to a Company
  • Adding Tags
  • Contact Activities Management
• Company Management
  • Creating or Updating a new Company
  • Adding a Company to a Contact Group
• Activities
  • What It Displays and How
  • Filter
• Schedules
  • Creating an Event or Log from Calendar
• Contact Groups
  • Creating Groups
• Emails & Newsletters
  • How To Send Email Using CRM
  • Sending an Email From a Template
  • Sending Email Campaigns