CRM
CRM App
- About CRM
- How to use the CRM Dashboard
- About the Financials Section
- What is an Opportunity record
- How to create a new Opportunity record
- About the Opportunity Kanban
- How to create a new Person record
- How to create a Company or Trust contact
- Mercury Nexus Inbox
- How to add identification to a Person record
- My Marketing - Adding People to a My Marketing Category
- How to attach an existing Person to an Opportunity
- Deleting Duplicate People in your CRM
- How to add Employment to a People or Opportunitunity
- Setting up Relationships in a People record
- CRM Reports
- How to send an email from CRM
- Using an Email Template from the CRM app
- How to Clone an Opportunity Record
- How to generate and email a Questionnaire
- How to create a Funding Position Calculation
- How to create a Borrowing Capacity Calculation
- How to create a Product Comparison
- How to create a Product Split or Package in a Product Comparison
- How to Edit Rates in Product Comparison
- What information is transferred to Apply Online?
- How to send attachments to Apply Online
- How to use assign Person Categories
- How to create a Task
- Where are all the text formatting options in a Task?