I would like to eliminate redundant actions in using your CRM system. In order to see all of my leads/pipelines - I find myself clicking in and out of windows several times to do one task. There MUST be an easier way to do this...
Can I set up a call with someone to walk me through? I do not wish to be re-directed to several videos that may serve of no assistance. I am only interested in talking with a person (live) who can understand what I am trying to accomplish.