CRM
Updated: 1/31/2020
CRM
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Storyboard Text

  • Home Page
  • New Business
  • Contact 1Contact 2Contact 3Contact 4Contact 5 ...
  • New Office
  • Log Out
  • New Contact
  • Sales Forecast
  • Reporting
  • Calls
  • Sales by Category
  • Sales Forecast
  • Sales Trends
  • Home
  • Add Notes
  • Sales by Month
  • Log Out
  • Calls
  • Calls
  • New Business
  • Home
  • Contact 1 1/13/2020 3:00PMContact 2 1/17/2020 1:00PMContact 5 1/20/2020 4:00PMContact 3 1/24/2019 2:00PMContact 1 1/26/2020 2:00PMContact 4 1/29/2020 1:30PM
  • New Office
  • New Contact
  • New Call
  • Edit Call
  • Log Out
  • New Contact
  • Save
  • Cancel
  • Name Contact 6Phone 555-555-5555Email email@mail.comAddress 100 Address StContact Preference Call
  • Add Business
  • Save and Add Call
  • Add Office
  • Log Out
  • Home
  • New Call
  • Cancel
  • Save
  • Name Contact 6Phone 555-555-5555Reason Sales CallDescription Called about offers.Date/Time 1/27/2020 1:30PMFollow Up 2/24/2020 12:00PM
  • Add Business
  • Add Follow Up
  • Add Office
  • Log Out
  • Home
  • Calls
  • New Business
  • Home
  • Contact 1 1/13/2020 3:00PMContact 2 1/17/2020 1:00PMContact 5 1/20/2020 4:00PMContact 3 1/24/2019 2:00PMContact 1 1/26/2020 2:00PMContact 6 1/27/2020 1:30PMContact 4 1/29/2020 1:30PM
  • New Office
  • New Contact
  • New Call
  • Edit Call
  • Log Out
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