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  1. Eldermark
  2. NEXT CRM
  3. CRM Configuration & Settings

CRM Configuration & Settings

  • How to Configure Activity Types in the CRM Configurations
  • Setting Up Sales Stages in the CRM Configurations
  • Updating Living Preferences in the CRM Configurations
  • Creating & Editing Waitlists in CRM Configurations
  • Adding Reasons in the CRM Settings
  • How to Set, Edit, or Delete Goals
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