Take the full CRM course
This course will give you a general overview of our CRM system. Find it in training center
Available lessons
"start from the beginning"
"sales are strongly connected with clients"
"have a discussion about the offer"
" improve your sales process"
"details/task option that is attached to every sale"
" add specific files to a sale"
"generate invoice attached to this sales record"
"add to assets to save information that the client owns the service or product"
"offer recurring product to your clients"
"create a sales funnel "
Sales funnel
Streamline your sales process with an organized sales funnel. Share it with your team and automate reminders for better efficiency.
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