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  • Home > User Manual

    User Manual

    GETTING STARTED (7)

    • Basic CRM concepts
    • Logging into your CRM
    • Changing Your Password
    • Changing the date format
    • Customising your personal preferences
    • Setting up mail manager
    • Create a Lead

    CONTACTS (3)

    • Create a New Company record
    • Create a New lead
    • Create a New People record

    COMMUNICATION (2)

    • Sending emails to contacts
    • Using Mail Manager

    ADD ONS (2)

    • Mobile CRM
    • Setting up the outlook plugin

    CUSTOMER PORTAL (1)

    • How to change a contacts password

    MANAGING DATA (2)

    • Customise your list view using Filters
    • Working with documents

    EMAIL MARKETING (6)

    • Email Marketing Introduction
    • How to create an email list
    • How to add subscribers
    • How to send a broadcast
    • How to create follow up emails
    • How to create a webform

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