OfficeClip Forums

OfficeClip Blog
Discussions on OfficeClip Products and Services

How to Track Relationships in CRM

by imran 29. October 2011 14:52

In most CRM you can relate Contacts with other entities like Accounts or Opportunities. What if you wanted to relate a contact with another instance of contact? Why this is important? 

These kinds of relationships can come handy in many business situations where you need to keep track of relationships. Suppose you are a real estate agent and you want to track a buyer (Contact), his agent(Contact), the broker(An Account) and the sale(an opportunity).

 

Get 10X more disk space in OfficeClip

by imran 22. August 2011 10:54

 

If you are currently using OfficeClip Document Sharing, Contact Manager, Time Tracking or Expense Tracking then this post will be useful for you.

Let us know how you are using OfficeClip and we will increase your disk space 10 times. Just write a couple of paragraphs on one or more of these:

  • How OfficeClip is helping you in your business (compare with what you had before OfficeClip) and how excited you are using OfficeClip.
  • One or two tips or tricks on using OfficeClip

Put your story on a page on your website or your blog and send us the link. If you do not have a blog yet, you can create one in 5 minutes in wordpress (https://en.wordpress.com/signup/)

Photo Courtesy pobre.ch, Creative Commons Attribution.

 

 

Powered by BlogEngine.NET

OfficeClip Products

Web Contact ManagerWeb Contact Manager
Track Contacts and Opportunities on the web.

Web TimesheetWeb Timesheet
Manage Employees, Project Time and Expenses.

Web Issue TrackerWeb Issue Tracker
Track Software Bugs and Project Issues.

Web CalendarWeb Calendar and Document Sharing
Share documents and calendar on the web.