2024/1/5 -また、HubSpot Smart CRM™やコミュニケーションの受信トレイとシームレスに接続されているカスタマーポータルを活用すれば、顧客はセルフサービスで問題に対応できるように ...
2024/3/5 -A CRM portal is a secure online space within your CRM software that provides different levels of access to various internal and external users. These users ...
2024/1/6 -Learn more about creating a portal for your org through an API.
In this tutorial, we guide you through the steps to set up your CRM portal, managing permissions, and provide a user-friendly interface for portal users.
YouTube-Zenatta Consulting
2024/1/20 -CRM :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, ...
2024/3/26 -The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means they can log in, update details, ...
2024/4/2 -OneBill CRM is a powerful and integrated CRM platform with Subscriber Management, Help Desk, Customer Self Service Portal, and Storefront Shopping Cart ...
2023/12/20 -Merchant processor portal. Customer relationship management software (CRM). The following is a brief overview of the different platforms. Check the remainder of ...
2024/2/12 -CRM (Basic): Portal access, notifications, email sync. Whether you're preparing tax returns for an individual, a family or a business, each entity needs its ...
2024/2/7 -Using a search bar you can search all details easily. You can communicate using chatter with each other. All changes automatically saved in the backend.