Project Management – Contacts The RapidStartCRM Project Management Addon adds some features to the Contact forms and includes a new Project-Focused Contact form. Contact Record Form On the Contact Record form, you will notice the additions. (1) A new tab for “🛠️ PROJECTS” (2) A new “🚀 Quick Steps” button to Add Project You will also… Read More

RapidStartCRM – Contacts One of the core items that you and your users will create and track in RapidStartCRM are the Contacts you work with. These could be existing Contacts related to Account, existing Contacts not related to Accounts, and Prospects that you hope to engage with in the future… any kind of Contact really.… Read More