Category Archives: Zurmo

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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Zurmo – The Power of the Stars

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.

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