Knowledge Base Article
CRM (Customer Relationship Manager)
- Add Prospect
- Import Prospect
- Export to Excel (Prospect)
- Close Prospect
- Send Email (Prospect)
- Change Prospect Owner
- Convert Prospect
- Delete Prospect
- Add Lead
- Import Leads
- Export to Excel (Lead)
- Close Lead
- Send Email (Lead)
- Change Lead Owner
- Convert Lead
- Delete Lead
- Add Opportunity
- Import Opportunities
- Export to Excel (Opportunities)
- Close Opportunity
- Send Email (Opportunities)
- Change Opportunity Owner
- Convert Opportunities
- Delete Opportunity
- Communication Mode Type
- Email Template
- additional details of Prospect
- Add and Send Email Template
- Configuration
