CRM Module
Follow the next steps to create a new reminder: A) Select the lead that you want to add a reminder from your list and click on edit b) Go to R...
Fri, 20 Jul, 2018 at 2:45 PM
Select the country and time zone to set the reminder in the indicated time zone. This function is useful when working with different time zones. TIP: ...
Fri, 20 Jul, 2018 at 2:47 PM
You can send and assign a reminder to another user and / or to the customer. Only users with assigned reminders can view the reminder. TIP: If you wa...
Fri, 20 Jul, 2018 at 2:48 PM
There are 3 methods to assign a reminder as completed: METHOD 1 You can check it as completed from the pop-up window that appears when you log in and the ...
Fri, 20 Jul, 2018 at 2:56 PM
There are 4 methods to visualize your reminders: METHOD 1 When a reminder is created, it will appear when you log in ONLY if the reminder date and time a...
Fri, 20 Jul, 2018 at 2:59 PM
Once you are on a lead, go to Email section. Here you will find all the history of emails sent and received between you and the customer. You can compose an...
Fri, 20 Jul, 2018 at 3:07 PM
Once on the lead, click the "Compose Email" button located at the bottom of your screen. IMPORTANT!! In order to send and receive ema...
Fri, 20 Jul, 2018 at 3:08 PM
There are 2 methods to convert a client to a lead: Method 1. From the CRM listing (Bulk action) 1. From the CRM listing apply the filter see CLIENT LIST &...
Fri, 20 Jul, 2018 at 3:12 PM