Users may use the Create New Activity function to not only set additional contact or personal reminders, such as sending a birthday card, but to also note activities which happened in the past; for ex...
Read article >
Smart Search gives you the power to create finely segmented contact filters and lists for your sales and marketing efforts. It's an easy-to-use, visual search builder that makes complex queries s...
Read article >
The Contacts Tab allows users to quickly search for contacts, add new contacts, edit existing contacts, or create filters and lists with just a few clicks. Once logged in, simply select the Contacts ...
Read article >
The BrightBase Home Page is the first screen users see once logged in. This screen allows users to quickly access key features of BrightBase CRM.
Main Navigation
The main navigation allows users t...
Read article >
