Using the Admin Portal to add CRM users and manage user permissions.Watch it
Prospect's RFM Analysis needs no configuration and is ready to help you to identify your Champion customers, as well as those who should have ordered by now!
Single Sign On allows you to log into multiple applications using a single sign on account.
When you should be enabling CRM Account Manager Restrictions for your users.
How to restrict users to only be able to access the records of customers that they manage.
Use our new Data Import tool to import Prospects & additional Contacts into the CRM.