To access the CRM, log in on gosmallbiz.com and go to “Applications,” then “CRM.” Once in the CRM, you will see the Dashboard. Here you can view important information related to your contacts. You can add the following widgets:
- Birthday/Anniversaries: A quick glance at this month’s birthdays and anniversaries.
- Events: View and track events related to your contacts.
- Tasks: View and track tasks related to your contacts.
- Touch Points: View and track follow-up tasks that you created for your contacts.