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The Contacts Module in the mobile app just got a major upgrade! With improved tag visibility, streamlined custom fields, floating quick actions, and enhanced notes, managing contacts is now easier and more efficient. Check out all the latest improvements!
Learn how to use the Notes feature to document and track important details for contacts, opportunities, and companies. This guide covers adding, searching, filtering, and viewing notes to help keep your CRM organized and efficient.
Discover the newly revamped Contacts module in the mobile app! Simplify contact management with a unified interface, easy tagging, multi-select options, and enhanced activity tracking. Stay tuned for upcoming features like document scanning and payment management!
Learn how to streamline task management with new features like the Tasks List View, task creation tools, bulk actions, advanced filters, and sorting options. Boost productivity with step-by-step guidance to make the most of these updates.
Hundreds of exciting new updates coming to you! Check them out in this post.
Discover how to save customer credit card information directly in the Gold Star Pro CRM system. Learn step-by-step instructions to streamline your payment processes and manage future transactions effortlessly.