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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- 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 Tall Emu 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
- Advanced Filters
- Show & hide columns
- Setting up Layouts
- Change the column order
- Sorting records
- Pinning Activities to Timelines
- Record Timelines
Working with your data
- Creating new records
- Open or edit existing records
- Manage duplicate records
- 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
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.