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- Getting Started
- Basic Navigation
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Using the Kanban View
- Creating New Records
- Configuring Dropdown Lists
- Managing Duplicate Records
- Open or Edit Existing Records
- Change the Column order
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Filter Map Records
- Company Information
- Sorting Records
- Colourise Map Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- 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
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Getting Started
Whether you’re just trialling the CRM 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. Don’t worry, set up is super simple and can be done quickly.
Navigation, sorting & views
- Basic navigation
- View Reports & Dashboards
- Map View
- Filter Map records
- View details on Map pins
- Colourise Map records
- Kanban View
- Filtering records
- Tags
- Advanced Filters
- Show & hide columns
- Setting up Layouts
- Change the column order
- Sorting records
- Pinning Activities to Timelines
- Record Timelines
- Record Tabs
Working with your data
- Creating new records
- Open or edit existing records
- Manage duplicate records
- Bulk import image files
- Using Merge Duplicates View for Companies & Contacts
- Create parent-child or third-party relationships
- Sorting & filtering with Tags
- Viewing Tags
- Adding & editing Tags
- Bulk updating records
To learn about the range of Activities available in CRM, see our help articles in About Calendar & Activities.
Customise your CRM
- Company settings
- Product settings
- Set up your Sales Pipeline
- Set up Online Quoting
- Configuring dropdown lists
- Automated Workflows
To learn more about the templates, options and settings you can customise in CRM, see our help articles in About Admin.
Users & Security
To learn more about your system security, see our help articles in About Admin.
Data & integrations
- Syncing your accounting system
- Setting up a .CSV file for import
- Import data from an Excel or .CSV file
- Export data to Excel
- Set up other reference data
- Connect to Mailchimp or Campaign Monitor
- Connect Microsoft Outlook
- Connect Burst SMS
- Choosing a Payment Gateway
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.