CRM & Lead Tracking (11)

How to Create a Contact?

Created by Bitumio Support, Modified on Fri, 28 Aug at 1:13 PM by Jared Hislop
How to Update Contact Details?

Created by Bitumio Support, Modified on Fri, 28 Aug at 2:39 PM by Jared Hislop
How to View Contact Details?

Created by Bitumio Support, Modified on Fri, 28 Aug at 2:27 PM by Jared Hislop
How to Archive a Contact?

Created by Bitumio Support, Modified on Fri, 28 Aug at 1:27 PM by Jared Hislop
How to Merge a Contact?

Created by Bitumio Support, Modified on Fri, 28 Aug at 1:36 PM by Jared Hislop
How to Access Opportunities?

Created by Bitumio Support, Modified on Mon, 4 Sep, 2023 at 3:21 PM by Bitumio Support
How to Create an Opportunity?

Created by Bitumio Support, Modified on Thu, 7 Nov, 2024 at 4:04 PM by Bitumio Support
How to Update an Opportunity?

Created by Bitumio Support, Modified on Mon, 4 Sep, 2023 at 3:42 PM by Bitumio Support
How to Cancel an Opportunity?

Created by Bitumio Support, Modified on Mon, 4 Sep, 2023 at 3:48 PM by Bitumio Support
How to Create a Log Activity in a Opportunity?

Created by Jared Hislop, Modified on Wed, 17 Jun at 9:22 AM by Jared Hislop