Popular Articles
Adding a New Product for Sale
This document describes how you, as a Sales Administrator (you have the "Sales Admin" permission set in Salesforce), can add a new product or service for sale. Adding a Product Navigate to the Active Product List and then click the "New" button in ...
Verify Email Address
Look in your "Inbox" and "Spam" folder for an email with the subject "Verify your email." Click the button to verify your email. In you were unable to sign in before email verification, return to your CRM login page ...
Managing Deal Stages
Managing Deal Stages and the data around them is a critical component of the Marketing Milk CRM. Accurately updating Deal Stages creates analytics that make monitoring sales activity and improving your sales process simple. They can be updated ...
Making Creatives
Making Creatives Creatives currently live in the Project Section of Ad Builder 1. Select the Project you plan to create your Creative in The newly created project will auto-populate four empty creatives 2. Click on the Add New Creative Button to ...
CRM Structure Overview
Marketing Milk CRM is composed of Modules, Records, and Fields. Modules are categories of similar data types, organized as tabs at the top of the screen. Examples of Modules are: Contacts Deals Activities Quotes Invoices Products Etc. Within ...