Andrew Hemphill
CRM
CRM
Andrew Hemphill
Learn how to manage customer relationships in Puree.app using the CRM tab. This guide covers processing inbound inquiries, tracking sales opportunities, managing pending quotes, and analyzing won or lost business.
CRM
Andrew Hemphill
Learn how to manage customer relationships in Puree.app using the CRM tab. This guide covers processing inbound inquiries, tracking sales opportunities, managing pending quotes, and analyzing won or lost business.
Chapters
00:00
Introduction to CRM
An overview of the CRM tab and customer management features in the application.
00:19
Main CRM Navigation
00:52
Managing Inquiries
02:01
Inquiry Tools
03:13
Sales Opportunities
03:58
Pending Quotes
04:36
Won and Lost Quotes