Work your To-Do List in HaystackCRM

Success at running a business depends on persistence and resilience. Whether it is creating new business with sales opportunities or managing the day to day operations, small businesses have long to-do lists. To simplify keeping on top of these responsibilities, create tasks in HaystackCRM. Keep working in the platform to organize your tasks, appointments and […]

3 Tips for Getting Tasks Done with your CRM

In HasytackCRM, Tasks are short to-do items that can be checked off when completed. Decide if you use Tasks for those undertakings that are quick responsibilities or engagements that are part of your workflow. Events are designed to be appointments, conferences and meetings in HaystackCRM, the more substantial engagements of your customer relationships. Add Tasks […]