Getting To Know Your CRM
This section will help you understand every thing about your CRM system. It will explain all the tabs and drop down menus.
- How Do I Setup Auto Responders?
- How to Create a New Email Category
- How Do I Add/Create A New Email Template?
- How to Insert / Add an Image/ Photo with Links into an Email Template
- Install New Emails
- How to Edit / Change / Update Email Category Name
- How Do I Add / Create A New Source for My Campaigns?
- How Do I Change / Edit a Source Category?
- How to Delete / Remove a Source Category
- How Do I Add / Create a New User
- Why Does My User Account Have a Red Note
- How do I Change My Password?