How To's
Brief videos showing how to do basic essential functions in the CRM
- How To Empty Cache / Hard Reload
- How To Add A Contact 2.0
- How To Add and/or Archive 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 Generate Report of Caseload Contact Info
- How to Set Up Gmail as Default Email
- CRM Admin: How to Add/Remove Reps
- How to Use Personal Labels
- How to Create a Salutation