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Clients
Clients
Manage Clients from CRM
11 articles in this collection
Written by
Piotr Strąk,
Joanna Wiśniewska,
and
Anna Sykut
How to import clients data?
Importing clients data
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
Written by
Joanna Wiśniewska
Updated over a week ago
How do I enable the CRM module?
Enabling CRM module
Written by
Piotr Strąk
Updated over a week ago
How do I add a new client?
Adding a new client
Written by
Piotr Strąk
Updated over a week ago
How do I delete a client?
Deleting a client
Written by
Piotr Strąk
Updated over a week ago
How do I configure the CRM module?
Configuring the CRM module
Written by
Piotr Strąk
Updated over a week ago
How do I record a contact with a client?
Recording contacts with the clients
Written by
Piotr Strąk
Updated over a week ago
How do I add a client’s contact person?
Adding a contact person
Written by
Piotr Strąk
Updated over a week ago
Where do I find the list of clients contacts?
List of clients contacts
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
Written by
Piotr Strąk
Updated over a week ago
How to export the list of contacts?
Exporting list of contacts
Written by
Piotr Strąk
Updated over a week ago