Tag Archives: zurmo

Zurmo – Updating a Lead

You have just obtained more information on a “Lead” you have previously added to Zurmo and now you want to update your “Lead” with the new information. Here is a …

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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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