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Customer Relationship Management

CRM Overview

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Written by Sabrina Vincent
Updated over a month ago

For the Sales Team, this is going to be your main area of operations. It will be a hub for all your Quotes and Orders. To get to the CRM, select the hamburger menu on the upper left of the screen, where a pop-up menu will appear:

  • Each Salesperson will have their own area of the CRM with their associated accounts listed

  • Select the Buyer to open the specific Workspace

  • Within each Buyer’s workspace, there might also be a nested workspace; functions change based on where you are in that hierarchy

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