Skip to main content
Submit a request
Sign in
Sign in
Submit a request
PeopleTray
CRMTray
CRMTray
Customer communications & sales opportunities
General
Company 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
Powered by Zendesk