How To's

Brief videos showing how to do basic essential functions in the CRM

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• How To Empty Cache / Hard Reload
• How To Add A Contact 2.0
• How To Add An Email 2.0
• How To Add A Phone Number 2.0
• How To Add An Address 2.0
• How to Archive a Phone Number
• How to Set Up Gmail as Default Email
• How to Generate Report of Caseload Contact Info
• CRM Admin: How to Add/Remove Reps