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  1. PeopleTray
  2. CRMTray

CRMTray

Customer communications & sales opportunities

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
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