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paulcollyer1
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Member since ‎May 1, 2020
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Paul Collyer

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paulcollyer1 on April 02, 2024
I am wanting to set up another separate CRM for buyers contracts to sit alongside my current sales leads CRM database. I am looking for a way to have this new account added to my current list of accounts so that I can switch between accounts withou read more
0 upvote
3 Replies
Member
April 02, 2024
Thank you, but I am trying to open a new account to add to the existing, this only provides instructions on how to switch accounts one already set up ...read more
paulcollyer1 on April 02, 2024
I am wanting to set up another separate CRM for buyers contracts to sit alongside my current sales leads CRM database. I am looking for a way to have this new account added to my current list of accounts so that I can switch between accounts withou read more
0 upvote
3 Replies
Member
April 02, 2024
Thank you, but I am trying to open a new account to add to the existing, this only provides instructions on how to switch accounts one already set up ...read more
Solved
paulcollyer1 on May 01, 2020
Hi, can anyone help? I set up a recent new contact in the normnal way, then setting up a new associated deal from the 'add deal' field on the right pane. I then made a contact call and recorded the call notes in the 'call notes' field, however thi read more
0 upvote
2 Replies
Member
May 07, 2020
Thank yout kindly Pam, that solved the issue. Many thanks for your help Paul
Solved
paulcollyer1 on May 01, 2020
Hi, can anyone help? I set up a recent new contact in the normnal way, then setting up a new associated deal from the 'add deal' field on the right pane. I then made a contact call and recorded the call notes in the 'call notes' field, however thi read more
0 upvote
2 Replies
Member
May 07, 2020
Thank yout kindly Pam, that solved the issue. Many thanks for your help Paul
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