2015-11-11

Single Customer View

Single Customer View

What

Unifying all your customer records into a stunning highly intuitive user interface

Why

Saves you time login into many systems to view customer records, without truly understanding your customer.

How

  1. Add a Workspace (or use an existing Workspace).
  2. Add a Page (or several depending on your pipelines).
  3. Add CRM Pipeline web App a number of times to match your opportunity milestones.
  4. Log into your CRM from one of the web Apps and refresh
  5. For each web App instance, configure an opportunity milestone
  6. Refresh if needed to see your pipeline.

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