CRM key setup steps

The first step is to make CRM your own by adding your company details!

1. Navigate to Admin > General on the main menu.

2. Add your company details and logo.

3. Scroll down to Invoice Settings and add your tax identifier numbers and bank details.

4. Scroll down to the Regional Settings area and make sure the details here are correct for your location.

5. Click on the green Save button at the top of the page to apply the changes.

This will import your accounting data file from MYOB or Xero into CRM and takes just a few minutes to complete.

Once you have connected your accounting system, you will be able to set up a sync schedule to transfer data between CRM and MYOB or Xero on a regular basis.

When you first connect your accounting system to CRM, the sync settings are all set to Manual, so you’ll need to go and change these settings if you want to sync any data between the systems.

You can connect your accounting system from Admin > Integrations with these instructions for MYOB and Xero.

From Admin > Integrations you can connect a range of other 3^rd party services to your CRM like SMS, online carts, email marketing or VOIP phone services.

Click here to see a full list of current integrations and how to set them up.

To be able to send emails from your own domain within CRM, your IT Administrator will need to set up Tall Emu Email by configuring some DNS settings.

These instructions explain how to set up your email domain in CRM.

Note that you’ll still be able to send email from CRM without implementing these instructions, but the sending domain will be a CRM one ([email protected]), rather than your own.

Teams in CRM have multiple purposes:

1. Set permissions for all your Users to determine what they can see and do in CRM. This is also a useful way to keep CRM ‘clean’ for your Users by hiding modules they won’t need to use.
2. Let’s you assign records to a group or Users, rather than an individual e.g. you could assign new Opportunities to your Sales Team, rather than a specific person.
3. You can add a generic email address to a Team into CRM so that you can send emails using this as a ‘from’ address e.g. you may have email addresses that aren’t specifically linked to a person, like sales@ or info@.

You can access Teams by clicking on your name in the top right-hand corner of CRM to reveal a menu, then select Teams. We have a guide to help you set up your Teams here.

Once you have set up Teams, you can link your Users to them and then invite them to start using CRM.

You can access Users by clicking on your name in the top right-hand corner of CRM to reveal a menu, then select Users. We have a guide to help you set up your Users here.