CRM

COMPANY OVERVIEW
A Company, in it’s simplest form, is a collection Contacts. A Company can include only one Contact, or it can include hundreds, or anywhere in between (depe...
Mon, 20 Feb, 2017 at 1:51 PM
CREATING A NEW COMPANY
To create a new Company, you will want to navigate to CRM–>Companies, and click the + button at the top of the “Manage Companies” table. From the...
Mon, 17 Apr, 2017 at 2:26 PM
VIEW/MODIFY A COMPANY’S INFORMATION
An existing Company can be viewed and modified by navigating to CRM–>Companies and using the “Options” dropdown on the right-hand side of the table, and ...
Tue, 21 Feb, 2017 at 12:56 PM
ADDING AN EVENT FOR A COMPANY
An Event can be added to an existing Company by navigating to CRM–>Companies and using the “Options” dropdown on the right-hand side of the table, and se...
Tue, 21 Feb, 2017 at 12:56 PM
ADDING A NOTE FOR A COMPANY
A Note can be added to an existing Company by navigating to CRM–>Companies and using the “Options” dropdown on the right-hand side of the table, and sele...
Tue, 21 Feb, 2017 at 12:57 PM
ADDING A GOAL FOR A COMPANY
A Goal can be added to an existing Company by navigating to CRM–>Companies and using the “Options” dropdown on the right-hand side of the table, and sele...
Tue, 21 Feb, 2017 at 12:57 PM
CONTACT OVERVIEW
Contacts refers to all of the “external” users in your SuiteDash (This is in contrast to your “internal” users, which would generally be your employees.)  ...
Wed, 13 Jun, 2018 at 7:06 AM
DIFFERENCE BETWEEN LEAD, PROSPECT, & CLIENT
Contacts can be divided into three basic types: Leads, Prospects, and Clients. This delineation dictates where in the “sales funnel” your Contact lies. If a...
Tue, 21 Feb, 2017 at 10:25 AM
CREATING A NEW CONTACT
A new Contact can be created by navigating to CRM–>Contacts, and clicking the + button at the top of the table. You will then be taken to a page whe...
Mon, 17 Apr, 2017 at 2:29 PM
IMPORTING CONTACTS
Alternatively to adding your Contacts manually, or having them self-register, you can choose to add them in-bulk via CSV file import. To do this, simply nav...
Thu, 30 Nov, 2017 at 10:59 AM