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User
User
Basic use of the CRM system
Contact Center
How to use Contact Center application
Create Activity
Record actions for a person
Create Events
Create and manage events
Create Homepage
Create and manage your own dashboards
CRM Fundamentals
Basics and general functions
Data Management
How to manage data in different registries and reports
E-sign
Electric signature process
Filters
Digging deeper into data using filters
Invoices & Billing
Create and send invoices
Potentials
Create and manage potentials
Products
Manage products and pricebooks
Projects
Create and manage projects
Sending Emails
Create, manage and send emails
Surveys
Create, manage and send surveys
Tickets
How to handle user support tickets
What’s new?
Check out the information about the latest update of CRM-service
Release Notes