How to create letters and printing labels in the CRM
How to create letters and printing labels in the CRM
The CRM stores a lot of information including address information of your clients. This is particularly useful when you need to print mailing labels or letters. Watch the video below to learn how to do this in your CRM.
What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
DO NOT EDIT EXISTING REPORTS - These may be used by other users and if you edit them the data will not be accurate. Always create a new report and only work on your own reports. Best practice is to make your own folder and only create and edit ...
Detailed View This video will show you how to update information for one specific deal. List View This video will show you how to update multiple deals at once. Utility View This video will show you how to create deals from Filogix/Velocity that do ...
Notes allow you to communicate broadly within your organization by attaching messages to contacts, companies, deals, and other records. Notes can be organized using titles, can be used to tag team mates, and can store attachments. For more ...
Change Personal Settings You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, etc. To change personal details: Open Zoho CRM (BlueMortgage) Go to Setup (Gear Icon near top ...