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- Getting Started
- Importing Data from CSV
- Working with Activities
- Workflow & Reporting in CRM
- Notifications and reminders
- Customer records
- Adding leads and customers
- Tips & Tricks
- Customising drop-down lists
- Complete Run Through
- First Login
- 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
Complete CRM Run Through
For a detailed run through of all things the CRM can do, watch the video below. Learn how to set-up your CRM, create connections, use all the basic functions and navigate the user-friendly interface. With all the information you need to make the most of our powerful software, this video is a must watch.
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