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- Getting Started
- Record Tabs
- Managing Duplicate Records
- Setting Up Grid Layouts
- Show and Hide Columns
- Key setup steps
- Additional setup steps
- Tips & Tricks
- Pinning Activities
- Bulk update
- Timeline
- Bulk uploading images
- Advanced Filters
- Automated Workflows
- System Admin in CRM
- Search, sort and report
- Calendar View
- Dashboard View
- Using Views
- Import troubleshooting
- List View
- Set up your customers in CRM
- Working with Activities in CRM
- Basic Navigation
- Using the Map View
- Using the Kanban View
- Configuring Dropdown Lists
- Creating New Records
- Open or Edit Existing Records
- View Details on Map Pins
- Syncing Your Accounting System
- Change the Column order
- Setting up your CSV file for Import
- Filter Map Records
- Company Information
- Sorting Records
- Export data
- Filtering Records
- Import Data from Excel or CSV
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Reporting
- Training
- Workflow Management
- Quoting & Selling
Getting Started
Whether you’re just trialling the CRM, or you’ve recently purchased a subscription, the steps for getting yourself going are mostly the same.
Our product offers the most value when the whole team is using it. This means getting all your data imported and getting it connected to your other business systems.
CRM Basics
- Basic navigation
- View Reports & Dashboards
- How to search, sort and report in CRM
- Open or edit existing records
- Creating new records
- Manage duplicate records
- Bulk updating records
- How to work with Activities in CRM
- Pinning Activities to Timelines
- Record Timelines
- Tags
CRM setup guides
- Key Setup Steps
- Additional Setup Steps
- CRM Tips & Tricks
- CRM Product Guide
- Set up customers in CRM
- Set up your Sales Pipeline
- Set up manufacturing in CRM
- Set up servicing in CRM
- Set up your inventory in CRM
- Set up your Suppliers in CRM
- Set up freight & shipping
- Set up Online Quoting
- Set up Training in CRM
Customise & configure CRM
- Company settings
- Customise your record Prefix/Sequences settings
- System Admin in CRM
- Custom Fields
- Configuring dropdown lists
- Automated Workflows
- Edit Record Tabs
Search, sort & filter your data
- Filtering records
- Advanced Filters
- Show & hide columns
- Setting up Layouts
- Change the column order
- Sorting records
Using different views for your data
- Using Views
- List View
- Map View
- Dashboard View
- Calendar View
- Kanban View
- Merge Duplicates View
- Filter Map records
- View details on Map pins
- Colourise Map records
Importing & exporting your data
- Syncing your accounting system
- Setting up a .CSV file for import
- Import data from an Excel or .CSV file
- Import troubleshooting
- Export data to Excel
- Bulk import image files
You can also see our guide on CRM Integrations for a full list of third-party services that you can connect with CRM.
Videos
You can also see the Getting Started section in Videos for more information.