CRM forms

Forms in the CRM Application

• Companies list - lists companies in the system
• Contacts list - lists contacts in the system
• Leads list - lead management
• Company Editor Form - editing a company in the system
• Contact Editor Form - editing a contact in the system
• Company Form - working with a company, adding note, files, tasks
• Contact Form - working with a company, adding note, files, tasks
• Search - quickly look up a company or a contact
• Login page - entrance page
• Dashboard - CRM home page
• Admin panel
• Admin - General settings
• Admin - Users list

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