How to access your CloudCard CRM from dashboard

Once logged into your CloudCard dashboard, please follow the below steps to access your CloudCard CRM (This guide is for users & admins).

Step 1:

Click on "View my Leads" as a general user or "View all Leads" for an admin:

Step 2:

Then click on the lead you want to comment on or see what the activity history is:

Step 3:

You can now create a task & activities for the lead as a general user.

Its as easy as that. For anymore gudence or a live demo, please email rosie@cloudcard.co.za