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    Patient Relationship Management
    Most of us know customer relationship management (CRM) as a Business-Business tool that supports marketing, sales and service teams to generate leads, close deals and provide service with customer satisfaction. In the last few years, the new trend in consumer relationship management that connects providers with consumers, which is a huge growing market. This marketContinue Reading..The post Patien...
    Sales organization setup and use of rules
    Go to Settings  Sales Organization  Click Add Here you can establish the sales hierarchy by using the sales organization You could use rules to limit the distribution of leads by country, state, city, zip or by product lines using the rules.   The post Sales organization setup and use of rules appeared first on Mogo CRM.
    How to invite users to join Mogo CRM
    The first person that signed onto Mogo CRM is assigned as a super administrator of the domain. The super admin will sign the billing agreement with PayPal, which comes with 30-day free trial if you sign up for a premium version. Otherwise it is always free. The first user or the super admin  invites new Continue Reading.. The post How to invite users to join Mogo CRM appeared first on Mogo CRM.