Rapid Standard CRM

A guide to using the CRM module of Rapid Standard

Rapid Standard comes with a Customer Relationship Management (CRM) module to help you keep who you're working with organised. This tutorial will walk you through how to use this module and how to build and extend your own.

CRM

Introduction Capturing New Leads Managing your New Leads New Lead Task and Notification Converting Leads into Customers Managing your Sale Opportunities Monitoring your Opportunity Pipeline Wrap Up