ColivHQ

Members This is the core of ColivHQ's customer relationship management (CRM). From the Members menu item you can add new members, review and edit detai...

Activities can be used to keep track of an event that happened or that will happen, in relation to one (or more) member, a home, a room, a request or an iss...

Lead sharing allows operators to "exchange" leads between them using ColivHQ. To be able to use lead sharing, an operator needs to: Confirm that...

Once you have added one ore more outbound email address to ColivHQ, you can send emails using this account. To send emails, you could: Create a new email ...

Bills are a core functionality of ColivHQ. ColivHQ allows to automatically issue monthly bills to all your members, and send them. Here is how to create and...

Quick actions are a way to manage items at various stages of the pipeline, all the way through the sales process. They help to make sure that no opportunity...