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Unanet CRM
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- What do I Need to Know
- Bookmarking the Correct Login Single Sign On (SSO) Link
- Important Changes to Make to Your Profile
- Unanet CRM License Types & Costs
- How To: Update a Contact
- How To: Owner's Rep Contacts & Affiliate Companies
- What I Need to Know: Parent/Child Relationships
- What I Need to Know: Business Partners in Unanet vs. CMiC
- What I Need to Know: Opportunity Stage Use & Lifecycle
- How To: Customize Your Lead and Opportunity Grid
- How To: Create Time-Stamped Notes
- How To: Add Staff to an Opportunity Using the Pipeline Widget
- Updates to the Project Cost Fields in Unanet
- What I Need to Know: Lifecycle of Project Data
- What I Need to Know: Project Tabs & Categories
- How To: Archive a Project
- How To: Generate Documents Using Standard Templates in Publisher
- How To: Create Project Sheets and Lists within Unanet
- How To: Building Resumes in Personnel and Publisher
- How To: Publisher Documents Naming Convention