Our new Activities section replaces Tasks. Tasks are still here as an activity type, but we’ve also introduced a bunch of new activity types which you can schedule, assign and track. Previously
Checklists are useful when the completion of an activity requires more than one step. Each step can be created as a checklist item under a single activity so that the fulfillment of
Goodbye 2017. Hello 2018. With the new year comes new resolutions that help improve our business productivity. You may have already listed your personal goals this year, but it’s always good to
The relationship between your organization and your customers may be the most important aspect in the sustainability of your business. In order to facilitate stronger relationships, most businesses implement the use of
“Leads” are the lifeline of your business. Without exploring the new opportunities, businesses can potentially lose out on great client relationships. Leads are the people or companies that have yet to do
One of the biggest misconceptions in the CRM space is that only Fortune 500 companies can afford to pay thousands of dollars per month to improve the customer relationship with CRM applications.
One of the most time consuming tasks of salespeople are proposals, which is the reason why so many proposals look unpleasing, uninspiring, or lack the proper message. A proposal that hasn’t been
We now have a new method to display calendar events that span multiple days. Use this feature to schedule vacations and easily spot overlaps. Here are the instructions to setup a custom
