Fuzen Gsuite CRM Archives - Fuzen

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Setting up Fuzen Gsuite CRM workflow

1

Activating the sales tracking sheet

Create and manage leads

3

Manage lead details from sales tracking sheet
Delegating leads
Create a new lead from dashboard

Manage Sales Process

4

Manage demos and demos files
Manage meetings and meeting files
Tracking a lead on sales dashboard
Status update, next action and reminder

Generate quotation and manage order & support

3

Manage support and files
Manage orders and files
Create and manage quotations

CRM settings and admin

1

Manage your App: Add / Remove users

Customizing Gsuite CRM

2

Adding forms in Gsuite CRM
Managing spreadsheet and adding forms

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