Home Uncategorized How to Use the Company and Client CRM Database

How to Use the Company and Client CRM Database

by admin
How to Use the Company and Client CRM Database

Get Your Free 14 Day Trial Of HighLevel Here!!

This video shows how to use the Company data and Client Data CRM database in the Proposal Pack Wizard software. This database is used for storing records for populating your future projects faster. You can also set nicknames to create lists of employees who will be sending out proposals, lists of clients you do frequent work for and lists of commonly reused information such as city or regions you do service work in and so on.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

Privacy & Cookies Policy