CRM Add-On Availability

If your firm has licensed Maconomy CRM (see Client Relationship Management (CRM) in the “Add-On” section of this guide), your Client record also includes tabs for Contact Persons and ongoing Opportunities, or Pipeline, that you have with your client. It also links you directly into the CRM module for maintaining such records.

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CRM Add-On Availability

If your firm has licensed Maconomy CRM (see Client Relationship Management (CRM) in the “Add-On” section of this guide), your Client record also includes tabs for Contact Persons and ongoing Opportunities, or Pipeline, that you have with your client. It also links you directly into the CRM module for maintaining such records.