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Digital2pi CRM (Home Screen (OCR, Leads, Contacts, Opportunities, Home,…
Digital2pi CRM
Home Screen
OCR
Leads
Contacts
Opportunities
Home
Accounts
Calendar
Users
Dashboard
Google News & My Tasks
Accounts
Convert to Lead
Import Accounts
Edit / Delete Account
Create New Account
Opportunities
Import Investors
View Investors
OCR Scanner Entry
Manual Creation
Change / Modify Investors
View Change Log
Investors Conversion
Calendar
Schedule Meetings / Attach Documents
Add Email Remainder
Filter Evernts
Tasks
Create Event
Create Notes
Contacts
Create Contact
Convert to Lead
Edit / Delete Contact
Import Contacts
Leads
Create Leads
Edit / Delete Lead
Update Lead Status
View Tasks
Track History
Import Leads