Introductory Session II

A general introduction to the CRM and proposals system.

We will show you around the CRM module and give you a few common ways of using it.We will register an opportunity, progress it through the different stages in your pipeline as well as create and send a proposal.

  • CRM Boards

  • Document templates

  • Adding an opportunity

  • Moving opportunities in the CRM board

  • Opportunities list

  • Adding a proposal

  • Sending a proposal

  • Accepting a proposal

  • E-signature

We are working on video content for this section. Check with the team if you would like a one-to-one session before this is available.