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SAAS BRELLA
Customers / CRM
Customers / CRM
CRM Functionality
How to use the task report
3 ways to create a task for a customer.
What is the sales probability? How to use sales probability? (CRM)
How to link our enquiry/contact form to your website, socials & more
Follow-up task (crm)
Customer Notes (crm)
Customer details
Adding a billing address
Updating customer contact details
Creating your first customer
Finding a customer
How to add a customer + how to add a customer as a company
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