Twenty - How to use our CRM
How to guides on using the CRM system for Sales Management
How to Add a New (or Existing) Client to the System
What is needed: When adding a new potential customer - It is imperative that these details as an...
How to add a Company to the System
How to Add a New (or Existing) Client to the System What is needed: When adding a new potenti...
Sales Process Guide - Flow Chart.
OVERVIEW Record Everything: All calls, emails, meetings, and notes must be logged in CRM the sam...