Rental Software for Party & Events
Topics
New Topic
Knowledge Base
Login
InflatableOffice Support
Knowledge Base
Articles
Sales CRM
Knowledge Base
Getting Started
Leads
Contracts
Quote Pages
Emails
Quickbooks
Calendar
Customers
Reports
Settings
Rental Inventory
Delivery / Routing
Workers
Website Integration
Taxes
Sales CRM
Surveys and Testimonials
Locations
IO Phone
Blog
Updates
Pricing
Embedded Documentation
Dashboard
Related Articles
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
How to get set up
Sales CRM - Sales Rep Permissions
EPA 2019 Presentation: How to Fuel Grow Using CRM
Properties
Author
InflatableOffice
How to get set up
Here is a great reference tool for the general steps to getting set up:
CRM Checklist
Is article helpful?
0
0
1
