CRM User manual
CRM User manual
Related Articles
Company Master User Manual
Company Master User Manual Version: V.1.0.28 Prepared by: Issac Date: April 28, 2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Setting Up Company Master Data 4.2 Managing Company Information 4.3 ...Zealit CRM – Deals User Manual
Zealit – Deals User Manual Version: V.1.0.28 Prepared by: Issac Date: April 29, 2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Creating a New Deal 4.2 Filling in Deal Details 4.3 Viewing and ...Zealit CRM – Forecast User Manual
Zealit – Forecast User Manual Version: V.1.0.28 Prepared by: Issac Date: April 29, 2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Creating a New Forecast 4.2 Filling in Forecast Details 4.3 Viewing ...Zealit CRM – Activity Master User Manual
Zealit – Activity Master User Manual Version: V.1.0.28 Prepared by: Issac Date: April 29, 2025 Table of Contents Introduction System Requirements Logging In Main Features and Functions 4.1 Adding a New Activity 4.2 Recording Task Details 4.3 Viewing ...User Creation user manual
1.The user needs to log into the system with their credentials. 2."User creation" screen can be found under the administration module in the left pane and alternately the same can be types in the search field on the top right of the screen near the ...