CRM SUPPORT
Learn how to use, edit and manage the crm!
CRM Overview & Navigation
Get a solid 30,000 foot view of our CRM and see the basics navigating it and using it.
Contacts
How to add a contact into your CRM.
Bulk Importing Contacts
You can easily import or export contacts on our platform. In this video we show you how!
Conversations
Learn how to text message or email clients directly from our platform!
Opportunities
An opportunity is when a lead starts moving through your sales pipeline. Learn how to manage it here!
Pipelines
Stay organized with customized stages for your sales pipeline or any other pipelines you want to use.
Custom Fields
Custom fields are great in your CRM to store valuable information your want to remember or use in campaigns.
Adding Users
Learn how to add employees or other users to your CRM.
Workflows
Save time through automating your processes with custom workflows.
CONNECT
Reach out to us!