As CRM and other software solutions adapt to meet our “on-the-go” needs, it is important to understand how it all works.
Here are some simple tips & tricks designed to help make your work time in CRM a little easier when you are on your tablet:
- Find it Fast – Pin it to your dashboard
- Simply tap a tile to call or email the contact
- Type and take notes while you are on a Skype call
- Resize columns or rows to make them easier to read
- Interactive charts – Click to see more details within charts and graphs
View the full video here for more details: