Understanding Your CRM System Getting to Know the CRM Interface Alright, let’s start off with the basics of your CRM interface. When you dive into the software, it can feel overwhelming – trust me, I’ve been there! But once you get the hang of things, it’s like second nature. Look for the dashboard; this is […]
Understanding Time Zones Why Time Zones Matter Let me tell you, understanding time zones is critical when dealing with any CRM. Have you ever sent an email at what you thought was the right time, only to realize it was actually hours later for your recipient? Yeah, that’s the kind of mix-up that can lead
Understanding .Max Files What is a .Max File? So, let’s start off with what a .Max file actually is. For those who don’t know, .Max files are primarily associated with 3ds Max, a powerful software used in 3D modeling, animation, and rendering. But if you’re here, you’re probably dealing with a different kind of .Max
Understanding Importance of Date Created Field Why It Matters in CRM So, let’s kick things off with why the date created field is such a big deal. Personally, I’ve found that having the correct creation date in my CRM helps me track customer interactions better. It’s like a mini time capsule, reminding us of when