Lesson 5.1
Lesson 5.3
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The CRM Dashboard provides each Portal and Administrator with their own personalised control page enabling fast search, communication and task management from the one central page.
- Timeline
Shows timeline of all activities with live links to the contact, note, contact details or task related to each activity.
- Communication
Add Notes, Send Email, SMS, Notifications or Letters to any contact instantly
Make calls with notes and associated tasks.
- Task Management
View all Open Tasks and update status > Open, Overdue and Closed
Create New Tasks and Assign