CRM - Qblue Inventory
This video provides an overview of Qblue Inventory's CRM system.
1. View leads and opportunities
2. Make a new lead with a score.
3. Use drag-and-drop to arrange leads and opportunities.
4. Construct a new opportunity
5. Create quotations to the opportunity
6. Demonstrate how to set up a customer card file with an address search.
7. Displaying various activities on the customer card, such as notes, tasks, documents, and transactions
8. Examine tasks and attach documents to them.