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  1. PeopleTray
  2. 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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