Employee Settings and Permissions
In this article we will go over the settings that you will need to configure for you and your team to access the task and meeting/ events icons. This shou...
Wed, Aug 28, 2024 at 1:43 PM
In this article we will go over the CRM teams. The CRM team is used to assign to a Task that has been created for a specific client. You will learn how ...
Tue, Sep 3, 2024 at 12:43 PM
This article will go over the CRM Settings bubble found under the Marketing Settings section under the Admin tab. This article will discuss the CRM option...
Wed, Aug 28, 2024 at 8:07 PM