Clevertim Tutorial: The “Opportunities” tab

We have a new tutorial on our Youtube channel. This time you can learn more about the Opportunities tab.

The Opportunities tab is where you will register and follow up on all your business opportunities. If you haven’t changed the names of your tabs (it is all customisable, remember?), you will find it just after the Cases tab.

Clevertim_CRM_Tabs

Click on the video below to watch the tutorial, it’s just under 6 minutes: