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CRM Integration (You are able to select more than one option)
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Start your Trial using your own data

This trial guide will take you through how to configure and then use your own data. When you log into the CRM CRM, just click on the first database option (not the Demo Data option) and then click Select.

Before you start:

  • Remember that you can switch between your own data and the demo database at any time – there is no limitation on how many times you can move between them.
  • The database you have is unique to you – nobody else has access to this data, unless you choose to invite more users to share it with you.
  • When you convert your trial to a full subscription, you can either take your existing trial database with you, or start fresh with a blank database.
  • If you need any help, your trial period comes will full support, so please get in touch with us if you have any questions.

The following sections will show you how to set your organisation up, import and integrate your existing data, and perform some key activities.

1 Activate & Log In

Topics covered: how to activate your trial and log into your new the CRM CRM.

Time to complete this step: less than 5 minutes.

2 Add your data

Topics covered: how to import your existing data from MYOB AccountRight or Xero. Note that your accounting system data won’t be updated or overwritten during this step – you can choose if and when this happens in Step 3 – System Setup. If you don’t use one of these accounting systems, you can still add your data from other sources with the instructions in Step 5 – Integrate other services & data.

Time to complete this step: less than 10 minutes.

3 System setup

Topics covered: how to set up your organisation’s details, basic system settings, invite other users to the trial, sync data with your accounting system (if desired), create security permissions, create Teams of users and set up Online Quoting capabilities.

Time to complete this step: up to 30 minutes – the total time taken will depend on the complexity and needs of your organisation.

4 Start using your CRM

Topics covered: this section will guide you through a range of basic functions and actions such as creating, editing and filtering records, using lists and views and working with Dashboards. We’ll also show you how to take an Online Quote through to an Invoice. Once you have completed this step, you can choose to finish your setup or proceed to more advanced options in Step 5 – Integrate other services & data.

Time to complete this step: up to 30 minutes – the total time taken will depend on the complexity and needs of your organisation.

5 Integrate other services & data - OPTIONAL STEP

Topics covered: how to integrate a range of other services with your CRM such as Burst SMS, Campaign Monitor, eWay, ezidebit, MachShip, Mailchimp, Microsoft Outlook and WooCommerce. We’ll also show you how to import data from a range of other sources with a .CSV upload and set up your CRM to send emails with SMTP.

Time to complete this step: up to 45 minutes – the total time taken will depend on the complexity and needs of your organisation.

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