Viewing and editing client information, adding details to the sales questionnaire, or adding information to finances is available to users through an improved navigation in the Sales CRM. Watch the video below to learn more about these features.
View this general overview video to learn more about the new Sales CRM UI
Viewing and editing client information, adding details to the sales questionnaire, or adding information to finances is available to users through an improved navigation in the Sales CRM. Watch the video below to learn more about these features.