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CRM-Account

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  • How to create an account in CRM
  • How to make edits to your CRM account?
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Getting Started

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Estimating

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Material & Vendor Management

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Project Management

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CRM-Lead

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  • How to create a Lead in CRM?
  • How to edit a Lead in CRM
  • How to delete a Lead in CRM
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  • Overview of CRM Lead
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CRM-Contact

6
  • How to create a Contact in CRM
  • How to edit a Contact in CRM?
  • How to delete a Contact in CRM?
  • How to filter a Contact in CRM?
  • Overview of CRM Contact
  • How to link Opportunities to Contact?
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CRM-Opportunity

8
  • How to create an Opportunity in CRM?
  • How to edit an Opportunity in CRM?
  • How to delete an Opportunity in CRM?
  • How to filter an Opportunity in CRM?
  • Overview of CRM Opportunity
  • How to add Contact to Opportunity?
  • How to add Bidders to Opportunity?
  • How to add Attachment to Opportunity?

How to delete a Lead in CRM

To delete a Lead, click on the deletion icon on the right-hand side. 

How to filter a Lead in CRMHow to edit a Lead in CRM
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