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Basic CRM

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  • 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?
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