CRM Dashboard
The CRM Dashboard is your sales
Sales Pipeline
The Sales Pipeline is a Kanban
Pipeline Stages (setup)
Pipeline Stages is where you define
Leads
The Leads screen is your CRM pipeline
Convert a Lead
Use this screen to turn a won lead
Proposals & Quotations
The Proposals screen is where you
Proposal Builder
The Proposal Builder is the single
Clients
The Clients screen is your master
Contacts
The Contacts screen is your directory
My Tasks (CRM)
My Tasks is your personal CRM to-do