Relationships (CRM)

Leads, projects, opportunities, contacts, calendar and activities with your customers.

Pages

• Activity details: /carrier-portal/crm/activities/:id
• Edit activity: /carrier-portal/crm/activities/:id/edit
• Calendar & Events: /carrier-portal/crm/calendar
• Edit calendar: /carrier-portal/crm/calendar/:id/edit
• Contacts Directory: /carrier-portal/crm/contacts
• Contact details: /carrier-portal/crm/contacts/:id
• Edit contact: /carrier-portal/crm/contacts/:id/edit
• Email: /carrier-portal/crm/email
• Leads Management: /carrier-portal/crm/leads
• Lead details: /carrier-portal/crm/leads/:id
• Edit lead: /carrier-portal/crm/leads/:id/edit
• Opportunities: /carrier-portal/crm/opportunities
• Opportunity details: /carrier-portal/crm/opportunities/:id
• Edit opportunity: /carrier-portal/crm/opportunities/:id/edit
• CRM Overview: /carrier-portal/crm/overview
• Projects Management: /carrier-portal/crm/projects
• Project details: /carrier-portal/crm/projects/:id
• Edit project: /carrier-portal/crm/projects/:id/edit