Branches
To access this feature, open your CRM Dashboard and click on Branches. The Branches page will open.
Branches Instructions
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Step 1
You can view the data for all branches in your CRM.
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Step 2
If you want to add a new branch, simply click the Add button.
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Step 3
If you wish to make changes to an existing branch, click on the Edit button to edit the branch details.
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Step 4
If you want to delete a branch, simply click on the Delete button to remove it.
Quick Actions
๐ก Pro Tip: Manage Branches Effectively
Organize and track branches efficiently to streamline operations and ensure smooth communication across all locations.