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Your Pages
Introduction to your page! This is your central hub for clients, business’s & to do’s
Your CRM page is a handy tool designed to make your day-to-day tasks easier. With features like a to-do list where you can track tasks, deadlines, clients, and team members, this page helps you stay organized and on top of your work.
Whether it's managing projects, keeping track of important dates, or collaborating with your team, your page has got you covered. Your CRM is here to streamline your workflow and boost productivity!
Buttons
The squares on the top of the page are buttons, they are clickable to take you to the page
Customization
If there is a feature you are interested in, let Lexi know and she will look into building it out for you. This can go for pages, automations or processes
This function is created to document any client issues. There is an automation that sends the owner of the account an email to let them know of the issue. Once it has been dealt with, just update the notes, then mark as done. It will add the date it was completed and remove it from your page
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.