Bearing Tech CRM

Bearing Tech CRM
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CompanyContactPhone STTypeStatus WorthNextLast contact

Due today and overdue

DueCompanyTo doSpeak toPhoneStatus

Coming up (next 14 days)

DueCompanyTo doSpeak toPhoneStatus

    Fill-ins: {first_name} {contact} {company} {my_name}. If there's no first name, "Hi {first_name}," becomes "Hello,".

    Your name

    Shown on calls and notes you log, and used in emails as {my_name}.

    Change your password

    Dropdown lists

    One choice per line. Changes apply for everyone.

    Call back in:

    Call script

    Log a call or note

    Send an email

    Outlook opens a ready email. Check it and press Send there. Opening it adds "Email" to the history.

    History

      Company details

      Delete this company and its whole history? This can't be undone.

      Import from Excel

      Rows with a matching ID (or CRM #) update that company; only the filled-in columns change. Rows without one are added as new companies.