Let’s do a quick overview of the CRM. The CRM can be accessed by going to the "Contact Relationship Manager" from the lefthand menu.
You will then see the CRM's tabs.
NOTE: The first three tabs represent PEOPLE
The first one is for "Clients"
The next is for "Referrals"
Then you have "Vendors"
This tab represents a BUSINESS
The next is "Companies"
The next three tabs represent ACTIONS that can be taken against PERSONS or COMPANIES
The first is communications that we’ve had with the PERSONS or COMPANIES within the system. Here, you can review the contact information for the PERSONS or COMPANIES without having to open up individual records.
The next tab is the LEAD tab, who are also PEOPLE. These are leads that come through TypeForm or if your site is handled by MM360 and the "Contact Us" feature is active. Integration with other sites that you are capturing leads from may be available.
The last, the star, is for review. These are reviews that you have requested or received.
