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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.