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General Contacts Overview Weldcome, in this video tutorial we will be learning a little more about the functionality in the CRM, including the various modules available. The CRM is structured with dozens of different modules. The three main modules are the Contacts Module, the Companies Module...

Hello and welcome to the InvestmentBank.com Investment Banking CRM (customer relationship manager) tutorial videos. In this video we will be learning about the dashboard as well as how to customize it within the CRM software. The agenda for this video is as follows, we are going...