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 – Updating a Lead

You have just obtained more information on a “Lead” you have previously added to Zurmo and now you want to update your “Lead” with the new information. Here is a …

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

Zurmo – Creating a New Lead

You’ve come across a new business lead and want to document the details in Zurmo so you can follow up on all of your progress. Zurmo makes it very easy …

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

Zurmo – Configuring & Customizing Your Dashboard – Arranging Portlets

Your Dashboard in Zurmo is just that! It’s yours! It is customizable to your needs and the customizations are easy to accomplish. First, make sure you are on your Dashboard …

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