Questions abour CRM
How do I add the type of customer, for example: active, lead, referral, etc?
How do I add contact info under each acct for their admins, etc?
How do I add the type of customer, services they took from me, start dates and pricing plans they took from me?
How do I add project status, pending, lead, sold, etc
Where can I add who referred the client to e and notes that I need for example, how much referral to pay and to whom?