With the addition of a new area (“Add/View Attachments”) to the prospect and customer profile screens recently, we thought it might be a good idea to put together a short video showing you how you can easily navigate these profile
Month: November 2010
You have been able to upload photographs/images for both prospects and customers for awhile now within their respective profile screens, but now here at http://www.thecustomerfactor.com you have the ability to upload photographs AND documents. Maybe you gave a prospect or