Customers / CRM – SAAS BRELLA

CRM Functionality

Sales pipeline report | Quotes pipeline
Win more bookings with 3 essential tasks.
Add our enquiry form to your Instagram
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)

Customer details

How to add a billing address / accounting address to an invoice.
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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