Articles in this section

• Lead Linking
• Adding an After Sales / Service or Hand-off Pipeline
• Export to a CSV File
• Run a Search Using Filters in the Dashboard/CRM and Export to a CSV File
• Edit Communication Settings
• Training Videos and Overview of the Dashboard/Simple CRM and Mobile App for Managers and Sales
• Overview and Training Video of the Web Dashboard / Simple CRM for Mangers and Sales
• How to view your Campaign/Pipeline Activity
• Admin/Manager - Training videos on how to set up/customize your program through the dashboard/CRM.
• Overview of the CRM/Dashboard