How can I manage work order statuses?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
Knowledgebase Category: CRM
How can I manage prospect statuses?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
How can I manage prospect events and activities?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
How can I manage prospect stages?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
How can I view the list of products and services?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
How do I register an event or activity for a prospect?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
How do I move a lead between different CRM steps?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
How to convert a client into a prospect to sell another product?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status
Can I group my prospects?
Once the “CRM” menu is expanded under the “Module Manager”, click on “Work Order Status” to open the work order status