2023-03-02 Live Training Call

Weekly training call: 03/02/2023

Questions answered on this call:

1:25 What is crm

2:15 Find Deals Wizard

16:50 How to Change Status

18:05 Generate Documents

25:10 How to create Custom Documents

36:30 Activity Log

39:20 How to Add an User

50:30 How to change payment information