CRM+

CRM+

• What is RecDesk CRM+?

CRM+ Notes

• How do I Add a CRM+ Note
• How do I Reply, Edit or Delete a CRM+ Note?

CRM+ Documents

• How do I Upload a CRM+ Document?
• How do I View, Download and Delete CRM+ Uploaded Documents?

CRM+ Tasks

• What is the CRM+ Dashboard?
• How do I Add a CRM+ Task?
• How do I Edit or Delete a CRM+ Task?
• How do I Move CRM+ Tasks and Mark them as Complete?