Total Synergy

Viewing opportunities in the Synergy CRM Add-On

How to View Opportunities in CRM

Creating activity cards using the Synergy CRM Add-On

How to Create an Activity Card in the Log

How to view Opportunities by Contact or Personnel

Seeing Opportunities for Contacts or Personnel

Synergy CRM - Calling your Primary Contact

Synergy CRM - Outlook Add-On & Saving Emails

Searching for opportunities in the Synergy CRM Add-On

How to Search for Opportunities in CRM

Filtering opportunities in the Synergy CRM Add-On

Filtering Opportunities in CRM

Reporting fields available for use with the Synergy CRM Add-On

Reporting in Synergy CRM

Client Statistics in Synergy CRM Opportunities

Stat Widgets in CRM

Changing the likelihood of opportunities in the Synergy CRM Add-On

Changing the Likelihood of an Opportunity in CRM

Editing the Security Matrix to give or revoke access to the Synergy CRM Add-On

How to Edit the Security Matrix for CRM

Creating a to-do with the Synergy CRM Add-On

How to Create a To-Do in the Opportunities Screen

Everything you need to know about the Synergy CRM Add-On

Synergy CRM Overview

How to Edit To-Dos in the Opportunities Screen

SynergyCRM

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