Customers — User Guide Module: Core CRM Audience: Sales staff, account managers, customer administrators, system administrators Version: 1.0.0 Last updated:...

Invoices — User Guide Module: Core CRM Audience: Sales staff, billing clerks, accountants, account managers Version: 1.0.0 Last updated: 2026-07-22 ...

Leads — User Guide Module: Core CRM Audience: Sales staff, business development, sales managers, system administrators Version: 1.0.0 Last updated: 2026...

Projects — User Guide Module: Core CRM Audience: Project managers, delivery teams, account managers, billing staff Version: 1.0.0 Last updated: 2026-07-...

Proposals — User Guide Module: Core CRM Audience: Sales staff, account managers, sales managers, system administrators Version: 1.0.0 Last updated: 2026...

Synergy ERP Overview — User Guide Module: Core CRM Audience: All staff and portal users (customer and vendor contacts) Version: 1.0.0 Last updated: 2026...

Tasks — User Guide Module: Core CRM Audience: All staff who track deliverables, project teams, support staff Version: 1.0.0 Last updated: 2026-07-23...