Table of contents
- How do I send a proposal with a viewable link for customers?
- How do I create a new customer contact in our CRM system?
- How do I create a new customer in the CRM system dashboard?
- How to restrict a staff member’s access to view all customers in the Saptivo CRM system?
- How can you register a customer in our CRM system?
- How can I generate a general customer report in the Saptivo CRM system?
- How can you export data from a customer’s profile in our CRM system?