CRM Support by Cube Consulting

Support Documents

• Tips of the Week by Rogier and Twan

  • ★ Lead Management: Status Reason & Rating
  • ★ My Basic Dashboard
  • ★ CRM Quicktip Reopen Closed Appointments
  • ★ CRM Quicktip: Search and Views
  • ★ CRM Dashboards
  • ★ Quick Tip 2 - Copy an Accountplan
  • ★ Quick Tip: Going Offline in CRM

• General Information

  • How to Use the new CRM Support Portal