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PeopleTray
CRMTRAY
CRMTRAY
Suppliers, Customer Communications & Sales Opportunities
General
Introduction to CRMTray
Add a Lead in CRMTray
Convert a Lead to a Company
Add or Update an Opportunity
Convert an Opportunity to a Project
Add a New Company in CRMTray
See all 11 articles
CRM Settings
Add Note Types in CRMTray
Add a Company Type
Add an Industry
Add an Opportunity Stage
Add a Win Loss Reason
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