UPLINKT CRM
Instructor
BizSoftly
Reviews
Course Overview
Course Content
- Introduction
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How to....
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How to Create and Manage Leads in Bit CRM Lead Management for WordPress CRM
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How to Create a Contact in Bit CRM Custom Fields, Client Portal & Contact Management
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How to Add Company Records in Bit CRM Manage Companies, Custom Fields & CRM Activities
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How to Create and Manage Tasks in Bit CRM Task Management for WordPress CRM
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How to Create a Deal in Bit CRM Manage Products, Tags & Sales Pipeline in WordPress CRM
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How to Create & Manage Invoices in Bit CRM Payments, Products, Tax & Invoice Sharing
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How to Create a Product in Bit CRM Manage Products, Pricing, Tags & Activities in WordPress CRM
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How to Create and Manage Notes in Bit CRM Notes, Client Portal & Attachments
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How to Add & Manage Links in Bit CRM Save URLs, Resources & Link Management
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How to Add & Manage Attachments in Bit CRM File Upload, Client Portal & Attachment Management
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How to Create and Share Meetings in Bit CRM Manage Meetings, Notes & Client Portal
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How to Create and Share Calls in Bit CRM Manage Calls, Notes & Client Portal
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How to Build a Workflow Automation in Bit CRM Deal Stage If-Else Automation
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