You can find the slides to Brandon's presentation below. Contact him at sales@inflatableoffice.com or 440-385-4080 if you have questions. Thanks!
Knowledge Base
Getting Started
Leads
Contracts
Quote Pages
Emails
Quickbooks
Calendar
Customers
Reports
Settings
Rental Inventory
Delivery / Routing
Workers
Website Integration
API
Taxes
Sales CRM
Surveys and Testimonials
Locations
IO Phone
Blog
Pricing
Embedded Documentation
Dashboard
Payments
Account
Subscription
Best Practices
Related Articles
- Sales CRM - How to Get Set Up
- Sales CRM - Task Reminders
- Sales CRM - IMAP Email Integration
- Sales CRM - Communication CRM tab
- Sales CRM - Following up with Leads
- Sales CRM - Last Contact & Last Activity
- Sales CRM - Prospecting for New Leads
- Sales CRM - Sales Reps
- EPA 2019 Presentation: How to Fuel Grow Using CRM
Properties
Author
Tim B.