This document covers the Sales and CRM functionality of the platform.

CRM Settings 

Pipeline Settings

Sales Dashboard

Contact Profile and Timeline

Sales Line Item

Sales Targets

Sales Opportunity Creation

Sales Opportunity Management

Send Emails from Contact Profile

Create Subscriptions

Manage Subscriptions

Subscriptions Import

Fulfilment Centre

Territories

Support

Support Settings

Task Boards

Business Automation

Quotes

Timesheets

Custom CRM Forms