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PeopleTray
CRMTRAY
CRMTRAY
Suppliers, Customer Communications & Sales Opportunities
General
Supplier Onboarding
Introduction to CRMTray
Introduction to Leads
How do I add a new company
How do I add a lead
How do I add an opportunity
See all 8 articles
CRM Settings
How to add a Company Type
How to add an Industry
How to add an opportunity stage
How to add a Win Loss Reason
How to export CRM Data
How to import CRM Data
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