Introduction to the New CRM Update on Gold Star Pro

Gold Star Pro has recently launched an exciting update to their Customer Relationship Management (CRM) system, specifically targeting the enhancement of document and contract handling. This new feature brings several capabilities that are set to streamline how businesses manage their essential documents directly within the CRM.

How to Access Documents and Contracts

The update introduces a more integrated approach to accessing documents and contracts. Here’s a simple guide on how to use these new features:

1. Navigate to a Contact: Select any contact in your CRM to view their associated documents and contracts.

1. Accessing the Documents Folder:

   • Look for the documents icon on the right-hand side of the contact’s information page.

   • Click on the folder labeled 'Documents and Contracts'.

1. View and Manage Documents:

   • Inside the folder, you can view all documents related to the contact, regardless of the document’s status or the contact's designation (primary or secondary).

   • Documents can be sent, and completed versions are listed for easy access.

Features of the Document Management Integration

The document management section within the CRM contact area includes several useful features:

• View Status: Check whether a document is sent.

• Download Options: Download individual documents or all documents at once as PDFs.

• Source Viewing and Link Copying: View the source documents or copy links for sharing purposes.

Benefits of the Update

This update is designed to make the management of documents and contracts more accessible and less cumbersome. Users can enjoy:

• Simplified access to important documents without the need to navigate away from the contact’s CRM page.

• Enhanced organization of documents which are now centrally located and easier to manage.

• Quick actions like viewing, downloading, and link sharing to increase efficiency during client communications.

Conclusion

Gold Star Pro's latest CRM update significantly enhances document and contract management capabilities, making these essential operations more integrated and user-friendly. This improvement is set to help users manage their client interactions more effectively, ensuring that important documents are always at their fingertips. For a more detailed exploration of these new features, refer to the in-system help documentation and update logs.