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CRM & Sales Management

Last updated 12 days ago
Here are the articles in this section:
Adding Contacts
Learn quicky the ways of adding a contact to SmartTask and associate it with parent company.
Creating interaction history
The record pertaining to Customer activity feed aids in referring back to an older conversation and getting ourselves up...
Creating a sales pipeline
Learn how to create a sales funnel in SmartTask and tracking sales performance through analytics view
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Organization initial setup
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Adding Contacts