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Tips & Support

05.04 – Link note to active deals – ACTIVITIES INTERFACE

05.03 – Users’ Notes – ACTIVITIES INTERFACE

05.02 – Emails – ACTIVITIES INTERFACE

05.01 – Calls – ACTIVITIES INTERFACE

05.00 – ACTIVITIES INTERFACE

04.03 – Person Profile Page – CONTACTS INTERFACE

04.02 – Company Profile Page – CONTACTS INTERFACE

04.01 – List of Contacts – CONTACTS INTERFACE

03.02 – Deal Profile – DEAL INTERFACE

03.01 – List of Deals – DEAL INTERFACE

03.00 – DEAL INTERFACE

02.12 – How Other Users Can Log Into the System – GETTING STARTED WITH THE SYSTEM