CRM Client Management
- CRM: Lead, Prospect & Client
- Dynamic Data Placeholders
- Customize the Notifications for Staff & Clients
- Portal Access Invitation
- TOOLS: Impersonate Your Users
- CRM: Default Fields
- Approving new Prospects / Clients
- CRM: Contact Coordinator
- CRM: Deals
- CRM: Events
- CRM: Event Generators
- CRM: RE: Tasks
- CRM: Secondary Clients
- Login Alerts for Contacts and Staff