How to manage Dashboard – CRM
You with Infusionsoft permission can view this CRM tab on Dashboard.
Infusionsoft (now Keap) is a CRM and marketing automation platform that helps small businesses manage customer relationships, automate marketing and sales processes, handle payments, and track performance to save time and grow revenue.
When the you opens Dashboard > CMR, click on button Connect to Keap to sync data to Keap and hook data from Keap to Prism.
On the Dashboard > CRM task, list out all current horses that are missing ownership. You can click on icon Edit to update ownership for horse
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