CRM-Account

8

• Overview of CRM Account
• How to add Attachments to Account?
• How to add Contacts to Accounts
• How to add Opportunity to Account?
• How to filter your CRM accounts?
• How to delete your CRM account?

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CRM-Contact

6

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

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CRM-Lead

6

• Conversion of Lead to Account
• Overview of CRM Lead
• How to filter a Lead in CRM
• How to delete a Lead in CRM
• How to edit a Lead in CRM
• How to create a Lead in CRM?

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CRM-Opportunity

8

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

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Document Management

1

• Document management

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Estimating

1

• This is another

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Field Management

1

• Field Management

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Getting Started

1

• How to Create an Account in BLDON

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