Non Automated CRM Manuals

User preferences will give you access to your account settings in the CRM System

The Leads tab will bring you to the homescreen of the CRM system. Find out all you need to know about the homescreen ...

Check out this section, to learn all about the partial leads.

Take a look and see what information you can find by using the Overview Tab. Get a list of all emails, sms and tasks ...

Learn how to access the website editor in order to make changes on your website.

The account tab gives you access to your invoices, pending orders and streetmatch.

The settings section is the area in the CRM that allows you to access the drip campaigns, email & sms templates, lead...

Apply actions menu, gives you access to do things in a mass / group way. Doing things in a mass way, saves you time!