Calendar
A calendar module was added to the client card to handle all the events connected with appointment and time. You can use it to add meetings with clients, deadlines of tasks for you, or even the dat...
This is just a little of the lesson. Take the course to see the rest
Available lessons
" add notes to every client "
"handle all the events connected with appointment and time"
"sales are strongly connected with clients"
"your main goal is to generate profit"
"an easy way to keep track of the tasks"
"gather information about things the client owns"
"generate documents"
"help you evidence things possesed by your clients"
"simple system that will allow you to have control over the process"
"a file repository for important documents"
"learn about metrics"
CRM
With Customer CRM, you can create an online customer database with all the essential details and easily share it with your team.
230 user
No blog posts