Docs
DocSpace
Workspace
Connectors
Desktop Apps
Mobile Apps

Glossary
Video
FAQ

Home
Workspace
User guides
CRM Module

CRM Module

Getting started

Calls

Calling your customers directly from CRM
Using VoIP

Cases

Organizing and tracking a common event
Organizing cases

Contacts

Adding contacts
Adding contacts in bulk
Deleting duplicate contacts
Exporting CRM database and editing it using spreadsheet editor
Keeping contacts up-to-date
Performing group operations

Invoices

Creating invoices for your clients
Making invoices

Opportunities

Linking an opportunity to a project
Managing opportunities
Tracking potential sales

Tasks

Assigning tasks

Article with the tag:

Browse all tags