Basic CRM
- Getting started with Basic CRM
- How do I add a Company?
- How do I add a Lead?
- How do I create a Deal?
- How do I link an existing contact to a company?
- How do I setup a pipeline?
- How do I setup a product catalog?
- How do I setup Basic CRM access for my sales team?
- How is the Deal Owner menu populated?
- What is a Deal?
- What is Basic CRM?
- What is company type?
- What is deal type and can I edit the selections?