top of page
Transform Your Contact Form Directly Into a Lead in CRM As A Service with CRM API
Turn contact form submissions into CRM leads automatically using Microsoft Forms, Power Automate, and CRM As A Service.
Marc (TeamsWork)
Apr 30, 20251 min read
How to View Your Team Members’ Activities in CRM As A Service Home Page
Stay updated with team activities in CRM As A Service, view current and recent actions, and keep track of progress in real-time.
Marc (TeamsWork)
Apr 30, 20252 min read
Accessing and View Archived Leads in CRM As A Service
Easily access and restore archived leads in CRM As A Service with the Archive View. Keep your sales pipeline organized and efficient.
Marc (TeamsWork)
Mar 10, 20252 min read
What is Lead, Opportunity, Contact, and Organization: Clearing Up the Confusion
When discussing CRM systems, you’ll often hear terms like "Lead," "Opportunity," "Contact," and "Organization." While these are all...
Marc (TeamsWork)
Sep 20, 20243 min read
bottom of page