Category Archives: Zurmo

Zurmo – Creating a Conversation

Zurmo has a highly effective conversation tool within the Inbox that enables communication and collaboration between Zurmo users. Let’s see how it works! The first step is to make sure …

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Zurmo – Creating Opportunities in Zurmo

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. …

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Zurmo – Updating a Project

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 …

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