User Tools

  • How to manage CRM?
  • 1. Select CRM on the Dashboard.

  • 2. Click Add record and you will see the fields for adding information, after adding click Save.

  • 3. Click Directory on the Dashboard to see accounts added.

  • 4. Click Delete for removing the account. If you want to make changes click Edit and you will see this window.

  • 5. In the Clients activity you can follow accounts added.

  • 6. To reply or retweet use arrows under the each Twitter post.