Dashboard Overview
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Introducing Our System’s Help Center
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How To Add A Contact
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How to Sort Your Contacts in Our System
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How do I use the CRM Calendar?
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Sync your Outlook/Google calendar with your CRM calendar!
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Setting Up Your Default Email Address in our system
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How To Schedule A Meeting With a Lead in Our System
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View the history with your client in our system!
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What is a workflow and how do I create one?
Sending an Email From Our System to a single Contact
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How to Save an email for later use
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Sending a “Broadcast” Email (such as a newsletter)
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Want to know who read your email?
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Importing Contacts From A Spreadsheet into Our System
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Set your lead scoring, and find your hot leads.
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How to find all the activities you have set.
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Testing your emails. Which ones are working, and which aren’t?
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Creating a newsletter inside the CRM
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Find out what your new leads and prospects are interested in
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Creating A Great First Impression
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Asking your current clients for referrals
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Turn your “Tire Kickers” Into cold hard cash using the CRM
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