This post contains a link to another video that covers a few of the highlights of the CRM module within Lizzy. Checkout the internal videos for each menu for more specific information as there is way too much to put into a single video.
CRM Overview
–glenn hancock
Today’s post is going to include a link to a video that walks through the process of creating and using Roles within Lizzy. Roles are basically ways to tell Lizzy what users can and can’t do, but in a way that allows you to reuse them. For example, you really want to setup [...]