CRM Tutorial for Client Managers

This video tutorial introduces several important aspects of the CRM. Including:

  • Access and logging in
  • Home Screen
  • Module Tab Groups (top of page)
  • List View
  • Detailed View (Leads)
  • Lead Overview (front) page
  • Lead Tab Groups
  • Lead Fields overview
  • Setting tasks and meetings
  • Working tasks
  • App Stages and DOCS OUT

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