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Comprehensive Guide to Branches

Explore the complete functionality of Branches within your CRM.

Guide

Overview & Navigation

Follow these simple steps to reach and manage your Branches section.

Navigating

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Scroll down to locate the Branches option.
  4. 4. Click on the Branches option from the dashboard menu.
  • Add new branches using the Add Branch button.
  • Edit existing branch details as required.
  • Delete branches that are no longer needed.

Pro Tip: Keep Branch Data Updated

Regularly review and update branch details to maintain data accuracy across your CRM. This ensures smooth coordination between teams and consistent communication with clients.