The Follow-Up Reason Master in DreamzCMMS allows users to create, edit, and manage follow-up reasons with details like code, title, description, and status. It streamlines follow-up processes, improves tracking, and ensures organized and effective client engagement.
From the menu click on Settings and then click All Settings.
At the Settings page, scroll down to CRM and then click on Opportunity Stage Master.
Upon clicking, the following master page will appear.
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