It is important to maintain a clean, clutter-free system. A good CRM helps you avoid the creation of duplicate records in the first place. Mark a field as unique. A…
Create a chart on your Home Page Dashboard called ‘Leads Not Contacted’ to show you an up-to-date number of Leads received and not followed up. Check out this video tip.
See how to create an essential chart on your Home Page Dashboard for ‘Leads in Progress’ – be on top of your prospects and close deals. Check out this video…