This entry contains a new video on how to properly move information from its initial creation, logging phone calls, creating tickets, moving those tickets to PDM and following the flow…More…CRM to PDM Flow Video
In this video I go through a few of the processes in the PDM section and show how it interfaces with the CRM module. These modules are extremely integrated and…More…An Overview of PDM and CRM processes
This post contains a link to another video that covers a few of the highlights of the CRM module within Lizzy. Checkout the internal videos for each menu for more…More…A quick overview of the CRM Module
Today’s post is going to include a link to a video that walks through the process of creating and using Roles within Lizzy. Roles are basically ways to tell Lizzy…More…Working with Roles in Lizzy
