Sales and Marketing
How We Get Marketing and Sales to Play Nice—with CRM as the Parent in Charge
September 15, 2016

In theory, your marketing and sales departments should be one big happy family. In reality, it can seem more like siblings who love each other but have some major differences.

Invoice Line View
Friday Flash Tip: Where is the “New” Button to create a new Invoice Line View?
September 9, 2016

It’s important to some organizations to give their sales team visibility into past invoices. This helps them analyze trends and predict the future needs of their customers. This invoice data