CRM
Contacts
How to add contacts to CRM
ReadMerging contacts
How to merge duplicate CRM contacts
ReadImporting Contacts
How to import contacts in one file
ReadTasks
How to add a task to CRM
ReadBonus balance
Description of the Bonus balance section
ReadFiltering and search terms
How to use search terms in CRM
ReadDeals
What is the Deals section and how to manage them
ReadDeal Details
Description of the Deal Details section
ReadHow to automate a deal
How to create and automate a funnel
ReadCalls analytics
Description of the Call Analytics section
ReadContact card
Detailed information about contacts in CRM
ReadContact Profile
Customer profile descriptions in the Contact's general information section
ReadMembership portal account
Description of the Account in the school in the General information section of the contact
ReadContact tasks
Description of tasks in the General information section of the contact
ReadResponsible
Description of the responsible tab in the General contact information section
ReadMessengers
Description of the Messengers tab in the General Contact Information section
Read