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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.