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)
- How to link our enquiry/contact form to your website, socials & more
- Follow-up task (crm)
- Customer Notes (crm)