INTROcrm.com » CRM Instructions

February 06, 2009

Sales Development

Posted by: admin : Category: Accounts, Contacts, Introductions, Opportunities, Referrals, leads

Contacts

Create Contact
Enter Business Card
Create From vCard
Contacts
Import

Accounts

Create Account
Accounts
Import

INTROs

Create Lead
Create From vCard
Leads
Import

Opportunities

Create Opportunity
Opportunities
Import

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