Add information from the detail pane
Went writing an email make is so that you can go to the details pane and add the clients company information. Just like most CRM programs. When we add the company information it will not allow us to save any info. This should be a rudimentary function of the OCM system
Hi Dennis...i love your comment "just like most crms" OCM is unlike any other CRM out there. None of the rudimentary functions of a basic crm can be found in OCM. It doesn't share contacts, it doesn't share emails, timelines are not shared. It is a huge task to convert contacts to business contacts. No productivity here i am afraid. I am just annoyed nobody else is getting annoyed. Is it because there are that few people using this product? I assume most people never get past the trial phase of this and just give up.