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The Address Book is the central hub for managing companies, departments, and individuals within Dewesoft CRM. It forms the foundation of your CRM data, enabling a clear and hierarchical view of your business relationships. This chapter outlines how the four k...

The Dashboard section provides a customizable workspace where users can create and manage visual dashboards tailored to their sales and marketing activities. The user's Dashboard is the initial view users are presented once logged into the Dewesoft CRM. Addit...