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How to ADD CONTACT in the CLIENTS Details
Customer Relationship Management (CRM)
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
Customer Relationship Management (CRM)
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…
