Schedule Meetings from the Map

Easily customers by navigating the map and then drag them to the appointment schedule to set up a meeting. Our map will estimate travel allowances and suggest meeting times so you won’t be late – just another way we help you work smarter. Watch the full demonstration below.

Adding leads and customers
Complete CRM Run Through
Customising drop-down lists
First Login
Importing Data from CSV
Notifications and reminders
Tips & Tricks
Workflow & Reporting in CRM
Working with Activities
Working with customer records
Voice Notes
Add a user
The Grid View
The Map View
The Board View
The Customer Record
Using the Calendar
Create a Company
Create a Contact
Adding Notes
Create Meetings
Create Calls
Create Tasks

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