Mar 22, 2022
Whether you're a 17hats user, you use another CRM or you simply want to learn more about what to look for in your first CRM, listen in to this episode jam-packed with automation and customization tips.
Nicole is the one who helped me refresh my 17hats account and she joins us again to share 7 of her favorite features of the platform.
After this chat, I've already gone back into my account and made some exciting updates. Take a listen, pick one to take action on and let us know what you chose!
TIMESTAMPS:
- building a quote
- workflows from choices
- multiple calendars
- custom fields
- to-do's
- Zapier connection
- project tags
RESOURCES MENTIONED:
17hats CRM (Customer Relationship Management) Tool
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