How to manage different Relations between Accounts
CRM is about building relationships and knowing your leads and customers better. Soffront Relations helps you to specify and manage...
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How to change Time Zones
Please follow the below steps to change the time zone of your CRM: 1. Click on your username which is... -
Setting up the accounts workflow
Workflows allow you to design and customize the CRM process to meet your specific business needs. You can breakdown your... -
Add a New Workflow
A new Workflow can be added for any table. Simply define process stages with the relevant tasks corresponding to each... -
What is a database and how to add custom fields in a database?
What is a Database? A database is a repository that stores and organizes information. Soffront databases are made up of...