Daily Use of Brivity CRM
- Tasks Report Overview
- Manually add a new contact
- Reverse Lead Lookup
- Following Up With Your Contacts
- Log an Interaction
- Managing Tasks
- Add Notes to a Contact
- Status Definitions
- Using Custom Tags
- Add Relationships in Brivity
- Reporting- Overview of the Agent Report
- Reporting- Overview of the Lead Source Report
- Send Mass Emails
- Set Up Listing Alerts
- Images in Email Signature or Email Templates
- How to Use the People Filter
- Using Filter to Make Lists of Contacts
- Give Users Access to Contacts
- Document Storage in Brivity
- Export Contacts
- Fields Included in Export Options