Systems
CRM
Team Member's Summary Page | Template
Project Management
Activity Management
Workflows
Create an Account, Contacts, Opportunity & Record Your Calls
Create A Project & Its Tasks
Sales
Opportunities
Lead Re-Engagement
Opportunity Validation
Activities
Communication
Projects
Tasks
Administration
Accounts
Contacts
Individual Products
Product Bundles
Performance
CRM Dashboard
Activity Dashboard
Tasks & Project Summary
Tasks
Projects
The number displayed next to the board group label is the number of incomplete tasks from all cards in that column.
Projects
High Value Opportunities
Opportunities
Data Migration
- 🎬 If you've already entered data in the standalone versions of the Advanced CRM or Client Tasks And Communication templates, you can move that data to the databases that're in this bundle, by following this process
CRM Configuration
- Opportunities
- Accounts & Opportunities