The system is setup so that you can save emails against people so other users can see what was said and when. Before you can do this you need to setup your email addresses on your account page. Click on the drop-down arrow at the top right next to ...
Sending newsletters is a great way of keeping in touch with your customers. You can store newsletters so you can send them to new customers without having to type in all the information again. Newsletters can be full HTML and you can link to your ...
The view person page is broken down into 5 tabs: Person Details This tab is the main details for the person such as their name, job title, company etc. To edit a person click on the pencil icon under their details. To add a contact type (email, phone ...