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Small Business CRM and Project Tracker
How to use this doc
Dashboard
CRM
Projects
Data
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CRM
Income
Log income
*
Project
Amount
Status
Payment Terms
Due Date
Link to invoice
Overdue?
*
Project
Amount
Status
Payment Terms
Due Date
Link to invoice
Overdue?
1
Paid
Cathy Coda - Public Speaking
$100.00
Paid
30
1/16/2020
2
Paid
Manager Development Training
$1,000.00
Sent
45
1/31/2020
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2
Count
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