For businesses receiving a significant amount of inquiry emails that can convert into CRM opportunities, using Zapier’s Email Parser to automate data captur...

While working with multiple users in the same account, you might want to have a customized filtered view of the opportunities, documents or clients  basis e...

While working with opportunities in the Kanban view, by default, the Estimated Value is displayed.  However, this can be edited. You may choose to d...

Go to Opportunity List view Bulk-select the opportunity→ to update/delete. Similarly, we can update documents/products/clients from the list vie...