Skip to Content

System Setup Training Webinar

In this session we’ll look at what’s required to set up CRM for your business and get your team working in CRM.

Who should attend?

This session is recommended for business or practice managers who will be responsible for either the initial setup or ongoing administration of CRM.

What does it cover?

  • Setting up teams and users
  • Managing general system settings
  • Connecting 3rd party integrations
  • Creating online quote templates
  • Setting up email, SMS, quote forms and PDF templates
  • Setting up freight management
  • Customising CRM to suit your business
  • Configuration of your sales/lead pipeline

To book your spot please select the session you would like to attend and fill in your details.

If you can’t make it to a live training webinar, we have a range of online resources about the topics covered in this session:

Join our Training on System Setup

Following are the upcoming sessions you can register for. Sessions will be recorded.


About the Webinar

Can I ask questions?

YES!! We encourage you to ask as many questions as you need to. Simply pop your question into the Q&A box during the session and we’ll take care of it.

Who should join?

Training benefits new users, those on a trial or anyone interested in learning more about CRM. Business owners, sales and marketing teams, operations managers and anyone involved in purchasing or product management.

Can I have a recording of the session?

The sessions are recorded and will be made available afterwards in case you wish to share it with your team or refer back to it.

Customer Success Stories

BluSky Products Group
  • Wayne Gates
  • BluSky Products Group
Fabulous Catering
  • Adam Pope
  • Fabulous Catering
Back to top