Manage clients, contacts and sales activities
By Karolina and 2 others3 authors16 articles
How do I enable the CRM module?
How do I configure the CRM module?
How to import clients data?
How do I add a new client?
How do I delete a client?
How do I record a contact with a client?
How do I add a client’s contact person?
Where do I find the list of clients contacts?
Where can I see the list of jobs performed for the client?
How to export the list of contacts?