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The module contains multiple sub-menus:
Resource search
CRM NAVIGATION
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NUMBER
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FUNCTIONALITY
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1
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Use the filter to condense the client list, i.e. Only show resources with active pipelines or view according to person responsible.
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2
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The show/hide prospect card opens an additional window at the bottom of your screen showing client information and pipelines for the selected client.
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3
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Add and view contacts.
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4
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View pipelines against selected client.
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5
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Create a new, duplicate or remove a pipeline.
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6
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Open Pipeline card to see and edit details of pipeline.
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