CRM: Create tasks for multiple customers
Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.
Presented by David Chambers
Help & support
Have questions or need to report an issue with a Phocas product?Get support
Related video tutorials
CRM: Add an activity directly from Phocas
In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point.
The CRM analysis dashboard
Learn about the benefits of setting up a simple CRM dashboard in Phocas. Combine data from your CRM database with sales results for a bird’s eye view of the value that your activities are generating.
CRM: Create a contact
Learn how to add new contact to an account in Phocas CRM.
CRM: Add a note
Learn how to add a business note, including an attachment, to an account in Phocas CRM.