CRM Basics: Overview/Navigation

After successfully logging into your desktop interface, you will be directed to your 'FCS Homepage.' 





Once here, direct your attention at your dashboard icons.




 Contacts: Access all of your client’s information through the contacts Icon


 Opportunity: Keep track of your sales efforts through the opportunities Icon


 Calendar: Manage your daily tasks/activities through the calendar icon


  ToolBox: Access your additional personalized tools through the Toolbox Icon


 Support: Need Help? Click the support tab for the FCS Support line and continued education





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