Jetty Support: Documentation

CRM Overview

The CRM section in Jetty is the home for customer relationship management. In Jetty, the tabs falling underneath CRM are extremely useful for managing people and company files. It is here that various internal and external people and companies can be kept for use throughout the projects. You can find the CRM section on the left side menu of your Jetty Platform. The image below shows you where to look for this section:

You can learn more about the CRM by clicking the links below:

CRM – People – How to handle every non-user involved in a project and add people to CRM.

CRM – Companies – How to handle all companies involved in a project.