- 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.