The Customer Relationship Management (CRM) menu option is designed to help you manage Operations and contacts on your Platform.

This part of the platform is typically used by:

  • Labour Hire companies to manage clients.

To access the CRM:

  • Navigate to the hamburger icon in the quick menu to open the full menu and select CRM > Prospects or Contacts.

CRM_menu.png

Prospects

  • Select to view or add prospective clients.

Prospects_menu.png

 

Contacts

  • Select to view or register new contacts

Contacts_menu.png

 

Start here: How to add contacts

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