CRM Overview.
A short overview of the CRM system as a whole.
Showing the main screens and how information is saved and displayed.
Flexible Tabs
A Video Guide covering the unique Flexible Tabs employed by the CRM system to allow you to store any information you need within the system.
Video Guide - Create a New Record
A step by step Video Guide showing you how to create a new company record and add both basic and detailed information.
Video Guide - Find a Record
A step by step Video Guide showing how to find any record saved within the CRM system.
Users can search across any field containing data within the CRM system.
Video Guide - Export Emails
Each record wihin the CRM Database can store numerous contact names and email addresses.
This Video Guide shows you how to get all the email address out to a Microsoft Excel file to send markeing emails.
Video Guide - Sales and Targets
Each user can have an activity monitor, or sales funnel to plot and plan their activity.
This Video Guide shows how a user can be set up on the system if the function is enabled.
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