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.
- Select to view or add prospective clients.
- Select to view or register new contacts