User FAQ: CRM
- How can I quickly change a list of leads to clients (or vice versa)?
- How do I assign a specific salesperson to clients and leads?
- How do I set a to-do or reminder about a task for a lead or client?
- Referral Source - How do I track my leads/clients by referral source?
- Tags - How do I assign tags to customers?
- Tags - How do I view a list of clients by tag?