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... Step 2 – Add Contacts The next step is to add contacts/companies to whom you want to send quotes. Click 'Customer' on the left and then click '+ New Customer' The screen to add a new contact or company will open: You can create customers as a 'New Person' or a 'New Company' depending on your requirements. To switch between the two...

...Comodo GeekBuddy setup file from www.geekbuddy.com/cgb .   Visit http://www.geekbuddy.com/ to download GeekBuddy. The GeekBuddy setup file also contains another related tab, issue tracker, which automatically identifies common problems and helps you to resolve them quickly and easily. If the problems are beyond its scope for rectification, you can contact a GeekBuddy to resolve them.   After downloading the Comodo...

... Contacts A 'Contact' is any person with whom your company does or may do business. They could be acting individually or representing an 'Organization'. Click 'All' > 'Contacts' to view a list of all contacts added to the CRM . 'Recently Modified' shows contacts whose details have been updated recently. Click 'Dashboard' to see recent contact-related activities. Click on any...

... Contacts A 'Contact' is any person with whom your company does or may do business. They could be acting individually or representing an 'Organization'. Click 'All' > 'Contacts' to view a list of all contacts added to the CRM . 'Recently Modified' shows contacts whose details have been updated recently. Click 'Dashboard' to see recent contact-related activities. Click on any...

... Manage Contacts   You can schedule activities for any contact that has been added to the Customer Relationship Management (CRM). Contact activities will be shown in the calendars of team members assigned to the activity. Other team members may view the activity details from the shared calendar. You can also view and manage associated emails, quotes, sales orders, purchase orders...

... Manage Contacts   You can schedule activities for any contact that has been added to the Customer Relationship Management (CRM). Contact activities will be shown in the calendars of team members assigned to the activity. Other team members may view the activity details from the shared calendar. You can also view and manage associated emails, quotes, sales orders, purchase orders...

... Associate Records from other Modules to a Contact   The 'Contacts Summary' interface lets you associate various records with a contact. Records you can associate include opportunities, campaigns, invoices, purchase orders, quotes and more. Contacts that are members of a single organization will be listed in the organization record on viewing its associated contacts. To view and manage the records...

... Associate Records from other Modules to a Contact   The 'Contacts Summary' interface lets you associate various records with a contact. Records you can associate include opportunities, campaigns, invoices, purchase orders, quotes and more. Contacts that are members of a single organization will be listed in the organization record on viewing its associated contacts. View and manage the records of...

... Mass Management of Contacts   CRM allows you manage and update common details for multiple contacts at the same time. You can edit, delete, add comments, send emails and transfer ownership.For example, contacts who belong to different organizations and have different activities can all be assigned to the same staff member. The interface allows you to: Edit contact records Delete...

... Mass Management of Contacts   CRM allows you manage and update common details for multiple contacts at the same time. You can edit, delete, add comments, send emails and transfer ownership.For example, contacts who belong to different organizations and have different activities can all be assigned to the same staff member. The interface allows you to: Edit contact records Delete...