Tips & Tricks and Activities & Workflow are recommended for all users as they provide a practical, day-to-day approach to getting the most out of CRM. If you’re setting up a new CRM database, System Setup is a required topic.
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If you're a business or practice manager looking after the setup of CRM, this is what you'll need to get started; the key steps to get your database up and running.
Tips & Tricks
This will quickly get you up to speed on a range of basic features in CRM that will both add value to and streamline your day-to-day experience.
Activities & Workflow
Looks at how you can manage your day-to-day activities in CRM, generate notifications and effectively manage your workflow.