15 articles
How to view opportunities in CRMViewing opportunities in the Synergy CRM add-on
How to Create an Activity Card in the LogCreating activity cards using the Synergy CRM Add-on
Seeing Opportunities for Contacts or PersonnelHow to view Opportunities by Contact or Personnel
Synergy CRM - Calling your Primary ContactUsing the Call option in an Opportunity
Synergy CRM - Outlook Add-on & Saving EmailsFiling emails to opportunities
How to search for opportunities in CRMSearching for opportunities in the Synergy CRM add-on
Filtering Opportunities in CRMFiltering opportunities in the Synergy CRM add-on
Reporting in Synergy CRMReporting fields available for use with the Synergy CRM add-on
What is an Opportunity in CRM?What are Opportunities?
Stat Widgets in CRMClient Statistics in Synergy CRM Opportunities
Changing the likelihood of an opportunity in CRMChanging the likelihood of opportunities in the Synergy CRM add-on
How to edit the security matrix for CRMEditing the Security Matrix to give or revoke access to the Synergy CRM add-on
How to create a to-do in the opportunities screenCreating a to-do with the Synergy CRM add-on
Synergy CRM OverviewEverything you need to know about the Synergy CRM Add-on
How to edit to-dos in the opportunities screenEditing to-dos in the Synergy CRM add-on