When getting started in MRSware you will want everyone in your company to be consistent in how they use MRSware so it will be easier to find specific groups or segments of your companies, contacts, journals, appointments, tasks etc. You do this by creating attributes, such as System types, various other types, categories, close reasons, sales phases, labels, etc and assigning these attributes to your Companies, Contacts, Appointments, Journals, Tasks, Expense Reports, Files in File Share and Opportunities in Opportunity Tracking. Once these attributes are created and assigned, everyone needs to know how to make the appropriate selections. This brings consistency and order to your system.
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MRSware is an EYOND Integrated Solution
made in Austin, TX USA |