• How to create an email signature

    Click the settings icon next to your username and select ‘Email Signatures’. Click ‘Add New Signature’. Enter a name for your email signature. Enter your signature in the text box and use the formatting icons to change the text style. Optional: To add an image or logo, drag and drop…

  • How to quick create a task

    Click on the blue icon in the modules menu. Select ‘Create Task’. Click ‘Save’ once you finish. If you’ve configured the SMTP email settings, you can select ‘Save and send invitation’ to save the task and email the task notification to the assigned team member.

  • How to quick create an opportunity

    Click on the blue icon in the modules menu. Select ‘Create Opportunity’. Enter information about the opportunity in the following fields: Contact: Click the contact field to select an existing contact or create a quick company and contact. Note that the company field automatically populates when you select a contact….

  • How to quick create a calendar event

    Click on the blue icon in the modules menu. Select ‘Create Calendar Event’. Enter a title for the calendar event Enter a summary of the calendar event in the title. Enter calendar event information Recurring calendar event (optional) You can turn regular appointments into recurring calendar events. Tick the checkbox to…

  • How to quick create an activity note

    Click on the blue icon in the modules menu. Select ‘Create Quick Note’. Enter a summary of the activity in the title. Enter information about the activity in the ‘Info…’ section. Optional: Click to expand the ‘More Info…’ panel and enter additional information such as the status or outcome. Note…

  • How to record CRM activities using Quick Create

    With the Quick Create menu, you can record an activity, calendar event, task, or opportunity from any module. Just click on the blue icon to create a CRM activity. Select a CRM activity: Enter the details in the form and click ‘Save’.

  • How to use the advanced search

    Use the Advanced Search tool to perform more complex searches in the Companies, Contacts or Opportunities module. You can define multiple search conditions and save your searches. You can also export your search results to Excel for data analysis and reporting. Go to the Companies, Contacts or Opportunities module to…