
Create Vtiger CRM to do for new Pike13 person
In Pike13, when you create a person, it automatically creates a to do in Vtiger CRM for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the to do associated with a particular person on their person profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.





















