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Clients

Clients

Manage Clients from CRM

Piotr Strąk avatar Joanna Wiśniewska avatar Anna Sykut avatar
11 articles in this collection
Written by Piotr Strąk, Joanna Wiśniewska, and Anna Sykut

How to import clients data?

Importing clients data
Anna Sykut avatar
Written by Anna Sykut
Updated over a week ago

How to mark an email to a contact person as an activity?

Marking an e-mail as sales activity
Joanna Wiśniewska avatar
Written by Joanna Wiśniewska
Updated over a week ago

How do I enable the CRM module?

Enabling CRM module
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

How do I add a new client?

Adding a new client
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

How do I delete a client?

Deleting a client
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

How do I configure the CRM module?

Configuring the CRM module
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

How do I record a contact with a client?

Recording contacts with the clients
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

How do I add a client’s contact person?

Adding a contact person
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

Where do I find the list of clients contacts?

List of clients contacts
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

Where can I see the list of jobs performed for the client?

List of jobs for the client
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago

How to export the list of contacts?

Exporting list of contacts
Piotr Strąk avatar
Written by Piotr Strąk
Updated over a week ago
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