Author Archives: Windsor Wallaby

Windsor Wallaby

About Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

Zurmo – Establishing Roles in Zurmo

As a component of Zurmo’s security platform, you can establish organizational roles into a hierarchy which will provide organizational governance determining who within the organization can view, edit, and report …

Tags: , , , , , | Posted under Zurmo | Leave a comment

Zurmo – Creating a Mission

Zurmo has a highly effective Mission creation tool within the Inbox that enables communication of a new Mission between Zurmo users. Let’s see how it works! The first step is to make sure you …

Tags: , , , , | Posted under Zurmo | Leave a comment