Call Manager
https://youtu.be/TgZLAJcv1y8 By turning Call Manager ON, call tasks can be automatically sorted and prioritised based on a combination of; Contact status (uncontacted vs contacted) Turn… Read More »Call Manager
Manage a Deal
https://youtu.be/NV-vbOPu3Xs Once an Opportunity (or Deal) has been created you will then manage it through the sales process. You may conclude that the Opportunity will… Read More »Manage a Deal
Log activity
Notes You can add a note relating to any contact and Deal. By pinning the Note it will remain at the top of the activity… Read More »Log activity