01. Customers/leads/ prospects – Create a lead/client
At this moment, and in the future, you don’t have the option to create clients on SBI.
01. Customers/leads/prospects – Attach a file
It’s mandatory to select a ”document type” when attaching a document on CRM
05. Opportunities – Add interaction to an opportunity
This interaction will also be associated to the lead
06. App configuration – App configuration
Follow the steps, to go to the menu where you can configure your app:
