Working with Activities

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 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

Schedule Meetings from the Map

Create Calls

Create Tasks