Dimension CRM Support |
How do I create an opportunity against a contact record?From inside the Contact Detail Screen, click on Sales History link (On the right hand side)
This will bring you to the Sales Pipeline Workflow screen where you will start by creating a pipeline item.
|
| Dimension CRM on its own is a powerful application for the small business owner. However, when coupled with some of our other products (below), Dimension CRM can provide a level of efficiency and visibility that is second to none. | |||||||||
Maxmail is a powerful email marketing, sms marketing and online survey software developed by the same team that built Dimension CRM Maxmail and Dimension CRM have a seamless integration that allows businesses to leverage from both tools at the same time. For example: Within Dimension CRM you can see the number of campaigns sent to any of your contacts, how many times they've opened the campaign, clicked on links, opted out and lots more. More about Maxmail |
|
||||||||
|
|||||||||
