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Updating the CRM List
CRM Lists provides the Industries and Originations stored on a Company. The ...
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Teams Overview
A Team groups employees by role so those people can be assigned together. Te...
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CRM Options
CRM Options sets when a Lead, Prospect, or Customer becomes stale, where an ...
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CRM Activity Setup
CRM Activity Setup stores the activity types and outcomes used when a CRM ac...
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How to Use Calendars
Once your Calendars are set up, they become a central tool for managing sch...
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Parallel Workflows
A Workflow provides named branches so a Line Item can be in more than one pr...
