Configuration guidance - CRM Pro
- ★ Getting started with CRM Pro
- Attach documents to emails
- Managing documents in the document vault
- How to create custom categories for filtering contacts
- Email a contact and bulk email campaigns
- How to export a mailing list for a direct mail campaign
- How to track sales and commissions
- How to edit email templates
- How to import email templates from the vault into your library
- How to import contacts
- How to create a lead form
- How to create a strategy
- How to create a closing
- How to add a new activity