Tips & Support

A newer version of the guide is available at this link

23 Oct

05.04 – Link note to active deals – ACTIVITIES INTERFACE

23 Oct

05.03 – Users’ Notes – ACTIVITIES INTERFACE

23 Oct

05.02 – Emails – ACTIVITIES INTERFACE

23 Oct

05.01 – Calls – ACTIVITIES INTERFACE

23 Oct

05.00 – ACTIVITIES INTERFACE

24 Jun

04.03 – Person Profile Page – CONTACTS INTERFACE

24 Jun

04.02 – Company Profile Page – CONTACTS INTERFACE

24 Jun

04.01 – List of Contacts – CONTACTS INTERFACE

23 Jun

03.02 – Deal Profile – DEAL INTERFACE

23 Jun

03.01 – List of Deals – DEAL INTERFACE

23 Jun

03.00 – DEAL INTERFACE

23 Jun

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