How to Assign a Record ?
Soffront CRM now has made the record assignment process simple and easy. You can assign a record Either from the...
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Opportunities
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Opportunities Overview
What is an Opportunity? An Opportunity is a potential source of revenue. Whenever you see a potential customer for your... -
Setting up Opportunities Workflow
Opportunities are Sales and pending deals you want to track. You can keep a track of your progress by assigning... -
Sales Summary Report
The Sales Summary Report provides detailed insight to compare all users (Sales Rep) Lead and Opportunity conversion status on a... -
Settings
Soffront includes many options for setting up and customizing your CRM. You can use the Setup menu frequently to manage...