Unifying all your customer records into a stunning highly intuitive user interface
Saves you time login into many systems to view customer records, without truly understanding your customer.
- Add a Workspace (or use an existing Workspace).
- Add a Page (or several depending on your pipelines).
- Add CRM Pipeline web App a number of times to match your opportunity milestones.
- Log into your CRM from one of the web Apps and refresh
- For each web App instance, configure an opportunity milestone
- Refresh if needed to see your pipeline.