Create a New CRM Action | Employee’s Manual
March 10, 2020
February 13, 2025
Watch the How-to Video Create New You can click on the +Create New button to
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Watch the How-to Video Create New You can click on the +Create New button to
In this section we will look at the settings governing the CRM module in the
Dynamic Lists are auto-generated and in this dropdown list tab, you can add items to
Add New CRM Completion Result Once you click on the +Add New button you will
Dropdown lists – Calendar Categories Here you can manage the dropdown lists associated with the
To create a new entity, you need to click on the +Create New button located
Watch the How-to Video On the manage entries page you can record your remarks, incidents,
