Call Chris Leavitt to discuss lead generation for Solar Pros. Also discuss CCV Stars “Flag Football”. Does he know what size ball they’re playing with? Is his son Canin or kids playing this Spring? Find out what he knows. Also see if he wants to meet for coffee at Coffee - Read More

Add: Task CPT
– Form
Task Name – Due Date – Priority – Participants – Type – Notes – Related Deals – Related Contacts Timestamp

– Table
Task Name – Due Date – Priority – Participants – Type – Notes – Timestamp

– Query

– Relationships
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Need to work on the deal chain. I will create a deal CPT, deal relationship to contact to contacts businesses, notes, appointments and activities. Ultimately the deal process needs to allow the user to add steps to their deal including complete steps of their deal that will update their CRM. - Read More

Today I added a few more Smardiy.com components to my Smardiy.com website/ webapp. The new components are the “Contacts” and “Email” CPT, Contacts query, and Contacts table builder. My goal is to test Smardiy.com from a CRM perspective and confirm that its customer relationship management features are robust enough - Read More