CRMTray

General

• 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
• How to add a contact

See all 7 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