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Author Archives: Windsor Wallaby
You’ve just come across another revenue opportunity and want to capture it in Zurmo! Zurmo CRM makes it fast and simple to capture the details of your new revenue opportunity. …
You’ve come across new information on an existing business Project and want to document the details in Zurmo. Zurmo makes it very easy to navigate updating a Project. Let’s get started! The …
For the purposes of this post we will assume there are multiple items listed under the Opportunities module on the Zurmo Dashboard. From the Zurmo Dashboard, select Opportunities.