CRM and Lead Management

Adding Files to a Lead
Leads allow you to track any files relevant to the sales process in one location.  Very handy if a sales person has to take over the process mid lead. A...
Wed, 7 Feb, 2024 at 10:43 AM
Lead Emails
You can easily file emails relevant to a lead by forwarding an email to your WorkGuru's email address with the lead number in the email's subject li...
Wed, 7 Feb, 2024 at 12:03 PM