FIVE CRM

Contact Management Software, CRM Software and lead management software

Video Guides


 

FIVE CRM VIDEO GUIDES

 

GETTING STARTED

 

Adding a field to a Panel or Tab

Adding a field to a Panel or Tab

How to add a field to a Panel or Tab

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CallPro Lite Overview

CallPro Lite Overview

An overview of CallPro Lite

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Create Additional Fields

Create Additional Fields

How to create Additional Fields

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Create a Response

Create a Response

How to create a Response

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Create an Account

Create an Account

How to create an Account

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Creating and Assigning a New Owner

Creating and Assigning a New Owner

Steps to create and Assign a New Owner

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Default Owners, Statuses and Projects

Default Owners, Statuses and Projects

How to configure default Owners, Statuses and Projects

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Importing

Importing

How to Import data

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ManagePro Lite Overview

ManagePro Lite Overview

An overview of ManagePro Lite

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Overview on Getting Started

Overview on Getting Started

A quick how to on Getting Started

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What is a CRM?

What is a CRM?

Definition of what a CRM is

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GETTING DEEPER

 

Adding Attachments to Documents

Adding Attachments to Documents

How to add Attachments to Documents

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Clearing a Database Area

Clearing a Database Area

How to clear a Database Area

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Copying Area settings

Copying Area settings

How to Copy Area settings

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Creating and Managing Alarms

Creating and Managing Alarms

How to Create and Manage Alarms

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Creating a Callguide

Creating a Callguide

How to create and configure Callguides

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Creating a new Database Area

Creating a new Database Area

How to create a new Database Area

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Creating a Script

Creating a Script

How to create and configuring a Script

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Creating a Query

Creating a Query

How to create and configuring a Query

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Deleting and Deactivating Database Areas

Deleting and Deactivating Database Areas

How to Delete and Deactivate Database Areas

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Duplicating a User Profile

Duplicating a User Profile

Setting Mandatory Fields

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Mandatory Fields

Mandatory Fields

Setting Mandatory Fields

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New Account already exists

New Account already exists

How to resolve a ‘New Account already exists’ error message

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Sorting Additional Fields

Sorting Additional Fields

How to sort Additonal Fields

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DATA, STATISTICS, REPORTING AND EXPORTING</div

 

Adding Attachments to an Account

Adding Attachments to an Account

How to add Attachments into an Account

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Adding Fields to the Account List view

Adding Fields to the Account List view

How to use add new Fields to your Account List view

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Additional Fields

Additional Fields

How to create Additional Fields

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Assigning

Assigning

How to use the Assign function

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Assigning data to Salespeople by postcode

Assigning data to Salespeople by postcode

How to Assign data to Salespeople by postcode

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Changing the print document

Changing the print document

How to change the document used when printing

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Contact History Export

Contact History Export

How to Export Contact History data

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Contact information

Contact information

How to add more Contact information

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Creating a Dashboard

Creating a Dashboard

How to create and configure a Dashboard

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Creating and allocating Owner Teams

Creating and allocating Owner Teams

How to create and allocate Owner Teams

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Deduplicating

Deduplicating

How to Deduplicate data

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Exporting

Exporting

How to Export data

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Formatted Report

Formatted Report

How to create a Formatted Report

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Importing new Accounts

Importing new Accounts

How to Import brand new Account

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Lead Scoring

Lead Scoring

How to setup Lead Scoring

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Quick Backup

Quick Backup

How to use the Quick Backup feature

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Reports and functions

Reports and functions

How to View, Download and Print Reports

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Scheduled Reports

Scheduled Reports

How to scheduled a Report

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Searches and Filtering

Searches and Filtering

How to use the Search and Filter functions

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Setting up a new Owner

Setting up a new Owner

How to configure a new Owner

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Useful Controls

Useful Controls

Useful Controls to use in the system

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User Statistics

User Statistics

How to view User Statistics

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EMAIL CAMPAIGNS

 

Adding Trackable Links to Email Campaigns

Adding Trackable Links to Email Campaigns

How to add Trackable Links to an Email Campaign Document

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Assigning to an Email Campaign

Assigning to an Email Campaign

How to Assign Contacts to an Email Campaign

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Email Campaign Documents

Email Campaign Documents

How to create an Email Campaign Document

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Email Campaign Overview

Email Campaign Overview

A quick overview on how to create an Email Campaign

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Email Server Settings

Email Server Settings

Configuring Email Server Settings

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GDPR Detailed Email Tracking

GDPR Detailed Email Tracking

An overview of GDPR related Email Tracking

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OTHER VARIOUS TASKS

 

Calculating Distance

Calculating Distance

An overview of how to Calculate Distances using the system

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Click to Dial

Click to Dial

How to use Click to Dial

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Deleting browsing settings

Deleting browsing settings

How to delete your browsing settings

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Gamification

Gamification

An introduction to Gamification

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Gamification setup

Gamification setup

How to setup Gamification

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GDPR Deleting Accounts

GDPR Deleting Accounts

An overview of Deleting Accounts for GDPR

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GDPR Privacy Details

GDPR Privacy Details

An overview of GDPR related Privacy Details

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Mail merge

Mail merge

An overview of how to do a Mail Merge

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Website Tracking

Website Tracking

How to setup Website Tracking

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