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- Getting Started
- Workflow & Reporting in CRM
- Working with Activities
- First Login
- Importing Data from CSV
- Notifications and reminders
- Customising drop-down lists
- Tips & Tricks
- Customer records
- Adding leads and customers
- Complete Run Through
- Voice Notes
- Add Users
- Grid View
- Map View
- Board View
- The Customer Record
- The Calendar View
- Create a Company
- Creating a Contact
- Adding Notes
- Create Meetings
- Schedule Meetings on the Map
- Create Calls
- Create Tasks
- Accounting
- CRM Integrations
- Jobs, Assets & Service Management
- Reporting
- Shipping & Freight
- Templates
- Workflow Management
Getting Started
The following videos will guide new users through some of the basic functions and features of CRM. You can also watch our Complete Run Through video to get an overview of CRM.
Users & Security
Navigation, sorting & views
Working with CRM
- Key Setup Steps
- Additional Setup Steps
- The Customer Record
- Creating lead and customer records
- Working with customer records
- Creating a Company
- Creating a Contact
- Tips & Tricks
- Customising drop-down lists
- Notifications & reminders
- Workflow & Reporting
- Working with Activities
Creating Activities
- Adding Notes
- Create Meetings
- Scheduling Meetings on the Map
- Create Calls
- Create Tasks
- Using the Calendar
- Adding Voice Notes
Data & integrations
Setup Guides
You can also see the Getting Started section in Setup Guides for more information.