Category Archives: Zurmo

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 …

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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 …

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Zurmo – Configuring & Customizing Your Dashboard – Removing a Portlet

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 …

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