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CRM

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How to use the calendar, its filters, and team activities

Switch views, narrow activities by type and status, and understand which calendars you can access.

Quote services or custom line items that are not in the product catalog.

Follow a practical sequence to prepare your team, phases, actions, and catalogs before working with real CRM records.

Learn what the financial, hotel, and real estate quote modes add, and what to review before using each one.

Learn how CRM activities differ so you can choose the right type for each next step with a contact.