TotalBrokerage

You can easily duplicate the general tab information of a contact or vendor directly from their CRM page.  Follow these simple steps: Go to CRM → Vi...

To add Contacts to your CRM, you have two options: Add a single contact manually – Use this method if you're entering one vendor at a time. Import...

To add vendors to your CRM, you have two options: Add a single vendor manually – Use this method if you're entering one vendor at a time. Impor...