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The Mill
Sales CRM

Contact your manager for account access.

⚘
The Mill
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Dashboard

⌕
Reminders
🔔
No reminders due
Team Alerts
🚩
No unread alerts
New Account
New Contact
New Opportunity
Log Activity
New Service Request
Account Settings
Microsoft 365
Connect your Microsoft account to automatically sync reminders to Outlook Calendar.
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Notifications
FYI broadcasts sent to your department are also delivered to your work e-mail.
Change Password
✗ At least 8 characters
✗ At least one uppercase letter
✗ At least one number
✗ At least one special character
Edit User
Email cannot be changed
Only fill this in if you want to change their password
Add User

The rep will be asked to change their password on first login.

Import Accounts from CSV

CSV must use the standard Mill accounts template. Download the template to get started.

Set Reminder
Upload Resource
pdf, doc, docx, xls, xlsx, ppt, pptx, png, jpg, csv · max 25 MB
New Team Alert
Every active member of the department receives this.
Details
Send Email
Merge Accounts

Select a primary account (to keep) and a secondary account (to merge and delete). All interactions, contacts, opportunities, and reminders will be moved to the primary account. The secondary account's customer number will be linked to the primary. This cannot be undone.