TotalBrokerage

You can  create custom fields in your contact details, for this go to "Set Up" at the bottom and click on "User Fields". ...

You can add multiple vendors at once to your CRM by importing a CSV file.  To do this, click “CRM” and “Import” from your Dashboard. From...

You can easily copy the general tab information of a contact or vendor to a new one right from their CRM page. Here is how to do it: 1) Start by navi...