Posts

How to ADD CONTACT in the CLIENTS Details

Click on CRM A drop down menu appears Click CLIENTS DATABASE Identify the specific client on the list Move across it, to Process and OPEN it Click on ADD CONTACT Fill in the fields and save You can add as many…

How to Convert Inquiries into a New Business

 Click on CRM  Click Inquiry Process  You have the client in the system under the New Business (Lead), OPEN the PROCESS  Click on QUOTATION  On the right hand side, click on Convert.  A pop up screen appears, fill…