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Setting Up a Business Email for CRM
2024-11-28 11:36 AMTo maximize email deliverability and professionalism, we recommend setting up a dedicated business email for CRM purposes. This ensures emails sent from the CRM appear to come from your business's domain. Here's a complete guide to setting u... -
Can’t Login to Admin Area or Where to Find Plan Details, Invoices, or CRM URL?
2024-11-28 11:45 AMUnderstanding the Admin and Customer Areas The CRM has separate login areas for administrators and customers: Admin Area: Accessible at https://companyname.equiptcrm.com/admin... -
HIC Template in Proposal
2024-12-17 12:18 PMCreate proposal template You can create a proposal template while viewing the contract by...