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CRM FileMaker App: How it works

This video will walk you through how to use the CRM app. You’ll see how sales users navigate from a dashboard to see their open opportunities and log follow-up interactions. Mobile sales users can view a contact’s location in a dynamic map to make in-person sales calls easier. Plus they can update the contact’s information and close the sale from anywhere. A management dashboard gives an overview of the company’s conversion rate and recently closed sales.

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