All Collections
Customization
Adding a State to D2DCRMHere is the step by step process on how to add a state in your CRM.
LeadsLead Statuses, Lead Details, and Add Lead
AccountsAccount Statuses, Account Details, and Add Sold Deal
DispositionsKnocking Dispositions, NI - Not home, CB - Comeback, NI - Not Interested, LEAD, SOLD
Sales ProcessesHow to Create, Assign, and Check the Sales Process on the Web and in the App.
Regionsgroup of places , geographical
Teamsshared responsibility, share the same goals
Statescapital city, government, economy
BroadcastingSending information or content to a your team.
Map Customizationdraw polygon, assigning area