CRM Standard

CRM Standard [A]

Overview: CRM Standard is an optional add-on bundle to the CRM Workspace (a “lite” CRM tool) that adds additional capacity...
Basic Quotes Workflow

Overview With the add on CRM Bundle comes the ability to enable the feature “Quotes Tracking With Conversation Logs”. This...
Adding Notes to Account Log From Email

Overview This article reviews how to send a note to the CIMcloud platform using an email. This is part of...
CRM Standard – Interaction Log and Search

Overview The Interaction Log and Search feature in the CRM Standard bundle allows for creating activity log entries and notes...