How to Login to Your New CRM Platform

By now, you should have received access by email to your new CRM. In case you didn't receive the email, check your spam folder just to make sure.

Client Settings

How to Add Your Team

How to Add a Contact/Client

Opportunities and Pipelines

Add Products, Collections, and Inventory

Documents and Contracts

How to Use the Reputation App on Your Dashboard

How to Add a User to Your CRM (Owners/Admins only)

How to Use the Deals App for Project Management (Contractors)

How to Send an Email from Your Dashboard

How to Use the Reminder feature in the CRM

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