CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might be of help…. Overview – CRM for Small Business – Sales Flow in General Older Read More…
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Recent Updates
Recent Version Updates
- Aug 2022 Update: SwiftCloud 3.0 + Legacy Mode 2.0August 1, 2022
- Swift CRM – Year End Update 2021 – ACH, SMS & MoreDecember 24, 2021
- Build 2.5 – All-in-one Software FoundationAugust 16, 2021