Getting Started with your CRM(6 Articles)

• CRM Getting Started – Step by Step Guide
• Help Drawers
• Adding and Editing Accounts
• Adding, Editing & Moving Contacts
• Importing Your Data
• Your Personalised Dashboard

Importing Data(3 Articles)

• Importing Your Data
• Importing Data from other CRM systems
• CRM Data Import – Appendix

Using the CRM Sales Tool(19 Articles)

• Managing Accounts & Contacts(12)

• Sales Management(7)

• Sales CRM Tool Overview

CRM Customisation(9 Articles)

• Customisation Overview
• Your Personalised Dashboard
• Custom Data Tables/Grids
• Custom Pages
• Custom Fields
• Custom Dropdown Lists
• Custom Charts
• CRM Customisation Service
• Custom Sub-Domain

Using the Marketing Tool(22 Articles)

• Getting Started with Marketing(5)

• Simple Marketing Tool(6)

• Advanced Marketing Tool(13)

Service & Support Tool(5 Articles)

• Service & Support Software Overview
• Terminology & Support Settings
• Navigating Service & Support
• Managing Support Cases
• Service Level Agreements

Integrations(14 Articles)

• Accounting Software(5)

• API(1)

• Zapier(3)

• Single Sign-on(2)

• CRM Integrations Overview
• Email Integration
• Google Calendar & Contacts Sync
• VoIP Telephony

Automations(5 Articles)

• Workflow Automations
• Automated Drip Campaigns
• Lead Scoring
• Web Forms
• Web Transactions

General Administration(23 Articles)

• Manage Users(4)

• Manage Subscription(6)

• Manage Data(4)

• CRM Tech Tips(2)

• CRM Settings
• Manage Passwords
• CRM Timeout Settings
• Custom Sub-Domain
• Manage Multiple CRM Systems
• International Time Zones
• Languages supported in your CRM
• System Log
• Accessing the CRM on a Mobile Device

Reports(5 Articles)

• Listing Report Writer
• Sales Forecasting Reports
• Advanced Reporting
• Custom Charts
• Report Filter Criteria

Finance & Invoicing(4 Articles)

• Your CRM Invoice
• Direct Debits
• Update your Debit or Credit Card
• VAT Payments on your CRM

Data Security(11 Articles)

• GDPR(3)

• Mailing Consent Lists
• User Permission Levels
• Manage Passwords
• Cloud CRM Data Security
• CRM Data Centres
• HIPAA Compliant CRM
• California Consumer Privacy Act (CCPA)
• Australian Privacy Principles Compliant CRM