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- Getting Started
- Basic Navigation
- 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
- Setting up your CSV file for Import
- Syncing Your Accounting System
- Change the Column order
- View Details on Map Pins
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Colourise Map Records
- Import Data from Excel or CSV
- 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
Basic Navigation
Before we jump into it, it’s important you know how to navigate the system. Below is a brief description of the major navigations you’ll need to be familiar with.
- The Main Menu: or Burger Icon is at the left of the title bar. It’s an expandable menu that provides access to every element of the CRM. To open a module, click on its title. Arrows indicate a collapsible/expandable section within the menu.
- View Modes: will be seen at the top of every module. They include Grid, Map, Kanban, Dashboard and Calendar views. Switch between the views to visualise your data in a way that works for you.
- Activity Buttons: are listed just below the View Modes and can be used for quick, on-screen recording of activities that have taken place or that are being planned.
- Filter & Layout: are used to customise your views to suit you. Use the filter icons (shown in red) to filter the data that appears on the screen and use the layout options (shown in green) to customise the system, so it shows you what you need in a set up that works for you.
- New record button: will always appear on the upper right-hand side, beside your username. It lets you create new records in any available screen.
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