Overview of Business Development and Client Relationship Management in Apex Business
There are a number of ways to capture, view, and be notified of business development (bd) and client relationship management (crm) activities in Apex Business.
Capturing BD and CRM Activity into Apex Business
Recording Client Meetings and Phone Calls
Recording BD and CRM Activities in Apex Business : Apex Support (proximity.com.au)
Capturing Emails from Outlook
How to capture Outlook emails and events to Apex Business : Apex Support (proximity.com.au)
Creating and Updating CRM Contact Information
Locating and updating Contact information : Apex Support (proximity.com.au)
Viewing and being Notified of Activity
Following Accounts and Contacts for activity updates
How to follow Accounts or Contacts for activity updates and business development : Apex Support (proximity.com.au)
Viewing activities on Accounts, Contacts, Opportunities, or Projects
Viewing BD and CRM Activities on Accounts, Contacts : Apex Support (proximity.com.au)