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CRM

Articles in this section

CRM – Delete customs fields
CRM – Create custom fields
CRM – Add a new template
CRM – Updating the general settings
CRM – Verify a person (Trust ID)
CRM – Add referral via employee details
CRM – Update email and SMS communication consent
CRM – View/Edit a person’s missing details
CRM – People export CSV
CRM – Update a person's status

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CRM Dashboard – Access Favourite Links

November 26, 2024 15:10
Updated

Stay on the overview dashboard.
Click the in the top right corner.
Select the relevant favourite link you have saved previously.

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