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CRM Create Menu 

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Create E-mail

Here you can create and send a single email to one or multiple recipients. You can also save the email which you have created as a template to be used at a later time.

Create Email from Template

On this page, you can view the templates you have created. When you click on a template from the list, you can modify it and send it to a recipient.

Create Memo

Here you can create a memo which can be attached to such items as a project, quote or customer invoice. A memo typically contains past or additional information related to a current action.

Log a Call

Here you can create a call log which can be attached to such items as a project, quote or customer invoice. A call log generally contains a summary of a phone conversation you had held with your partner.

Plan Task

Here you can plan a task which can be attached to such items as a project, quote or customer invoice. Generally, a planned task serves as a reminder to perform this task on the specified association at a later time.

Plan Event

Here you can plan an event which can be attached to such items as a project, task or activity. Often an event is a meeting between you and your partner and its association is the topic of discussion.

 

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