Articles

How To Convert Lead To Contact In Crm

Understanding the Difference Between Leads and Contacts What is a Lead? So, let’s kick things off by understanding what a lead actually is. A lead is basically anyone who has shown interest in your products or services but hasn’t yet engaged deeply. Think of it like a first date; there’s interest, but no commitment yet! […]

Articles

How To Add Active Users To Contact In Crm 365

Understanding CRM 365 and Its Users What is CRM 365? So, when I first dove into CRM 365, I was amazed at how powerful it can be for managing customer relationships. It’s essentially a cloud-based platform that helps businesses stay connected with customers, streamline processes, and make informed decisions. If you’re juggling multiple client accounts

Scroll to Top