Reporting
These videos will explain the reporting features offered by AddressTwo's simple CRM and how to add new users in the system.
This video explains the basics of
reporting in AddressTwo through the tasks and histories under different users.
It also briefly touches on how Sa...
Fri, 12 Jun, 2015 at 11:42 AM
A video explaining how to add new users into AddressTwo. It
will also cover the different types of user roles we have in our simple CRM for
repo...
Fri, 12 Jun, 2015 at 11:41 AM
Steps to find contacts that have not been contacted or have no tasks assigned to contact them in the future.
Step #1 - Open a query
Step #2 - Choos...
Tue, 29 Dec, 2015 at 9:47 AM