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Lead Profile Screen

User Preferences Menu

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

1. Administration

2. Leads (Home) Tab

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

3. Partial Leads Tab

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

4. Overview Tab

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

5. Website Tab

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

5. Account Tab

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

6. Settings Tab

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

8. Updates

The CRM System is updated every couple of weeks. Please check back here often to see whats new

9. Apply Actions Menu

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

Misc How-to Video Tutorials