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First Steps

Breezz 101: Get started with your new CRM.

Click on contacts, found on the menu on the top left of the screen...
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The Deals page is the first to load when you log into Breezz and you can find it by clicking on Deals on the top left menu...
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When you sign up for Breezz you automatically become the system admin...
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Everything in CRM is focussed around closing deals. A deal is an offer that you have made to a lead...
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There are 3 ways to add tasks. 1. You can add a task to the agenda: go to your agenda...
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Click on Contacts, found on the menu on the top left of the screen...
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To get to the Settings page, click on your name at the top right of the screen...
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