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 HomeWorkBook Online HelpCRMProcedures
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 HomeWorkBook Online HelpCRMProcedures