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CRM Basics

Tips & Tricks and Activities & Workflow are recommended for all users as they provide a practical, day-to-day approach to getting the most out of CRM.

If you’re setting up a new CRM database, System Setup is a required topic.

If you want to learn more about how to manage freight and shipping in CRM, Warehouse will be invaluable.

Learning how to search, sort and report on your data is all covered in Reporting.

Just click on the Book Now button or scan the QR code for the topic you’re interested, and we’ll be in touch with a range of online content that you can access 24/7.

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    System Setup

    If you're a business or practice manager looking after the setup of CRM, this is what you'll need to get started; the key steps to get your database up and running.

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    Tips & Tricks

    This will quickly get you up to speed on a range of basic features in CRM that will both add value to and streamline your day-to-day experience.

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    Activities & Workflow

    Looks at how you can manage your day-to-day activities in CRM, generate notifications and effectively manage your workflow.

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    Warehouse

    Learn how to manage freight and shipping in CRM

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    Reporting

    Learn how to segment, sort and report on your data in CRM.

You can also jump straight into our online help at any time and choose your own adventure!

If you have any questions along the way, please contact us at [email protected].

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