Things To Know

Welcome to your new CRM knowledge base! Here we will help you understand the different components and sections inside your CRM so you can be as successful as possible when setting your business up and running your operations!

To get the most out of this knowledge base, be sure to pair it with your interactive help guides! To access your help guides in any section, you will simply need to click the "start help guide" button in the top right corner of your CRM!

If you're reading this, you should also have access to interactive help guides inside of your new CRM. These guides will take you step by step through each section, explaining components and how to use everything!

To maximize your education and efficiency, make sure to pair this knowledge base with the help guides for each section! You can read about the sections, and then physically interact with each section to "learn-by-doing"!

When looking for sections in this knowledge base, it is critical that you utilize the "search" function if you cannot find what you're looking for!

The "search" function is very advanced, so you will be able to search for specific keywords or sections of you CRM and find what you're looking for!