Procedures
Use the procedures in this section to complete the task necesary to effectively manage your clients and potential clients.
- Related Topics:
- Pipelines
Use the procedures in this section to manage your pipelines. - My Activities
Use the procedures in this section to manage your pipeline activities. - Clients and Prospects List
Use the procedures in this section to manage your clients and prospects list. - 12-Month Summary Forecast
Use the procedures in this section to view the 12-month summary forecast, jobs in progress, and pipeline projects. - Resource Search
Use the procedures in this section to search for clients or prospects using filters. - All Activities
Use the procedures in this section to manage pipeline activities. - Pipeline Log
Use the procedures in this section to view pipeline logs. - Pipeline Card
Use the procedures in this section to complete pipeline-related tasks. - Activity Card
Use the procedures in this section to complete tasks related to pipeline activities. - Prospect Card
Use the procedures in this section to complete client- and prospect-related tasks. - Contact Card
Use the procedures in this section to complete tasks related to client and prospect contacts.
Parent Topic: CRM