Upcoming Interactions
Are you new to the webCemeteries Customer Relationship Management (CRM) module? Check out this article which walks you through viewing upcoming interactions in the CRM.
Step 1
Log in to webCemeteries Management.
Step 2
Hover over "CRM" on the left side menu and click "Your upcoming Interactions".
Step 3
You will only see the interactions that are associated with your user account.
Step 4
Click on the name of the person from the interactions list in order to view their record in more detail and add other interactions to the list.