How to Create and Manage Companies in Aroopa Apps CRM: A Step-by-Step Guide

Welcome to Aroopa Apps! In this tutorial, we’ll dive into the Aroopa Apps CRM module to show you how to create and manage company profiles effectively. Whether you're a new user or looking to enhance your CRM skills, this step-by-step guide will walk you through the entire process.

What You'll Learn:

  1. Creating a Company Profile: Understand the initial steps to set up a company in Aroopa Apps.
  2. Custom Fields: Discover how to customize fields using the designer tool to fit your specific business needs.
  3. Organizing Companies: Learn how to view and manage all related contacts, tickets, opportunities, and invoices in one place.
  4. Data Management: Utilize filtering options and import data efficiently to keep your CRM organized.





By the end of this tutorial, you'll have all the tools you need to maintain an organized and efficient CRM system that meets your business requirements. Don’t forget to check out our next video on creating segments in Aroopa Apps CRM!

New Jersey

Aroopa, Inc

116 Village Boulevard, Suite# 200, Princeton, NJ 08540, USA

India

Aroopa Technologies Private Limited

No.2, Padmavathi Nagar, Agraharam Road, Korattur, Chennai 600076

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