Watch this video to get familiar with what's possible with our CRM.
This video tours our CRM end to end. Start with sign in and two factor authentication, then the dashboard, date filters, conversations, messages, snippets, and templates. Next cover the calendar with booking, availability, and notifications, contacts to add and search records, and pipelines to move deals between stages or create new ones. Finish in settings to update business and personal profiles, manage billing and staff permissions, and configure tags. By the end, you will know how each part works to streamline our workflow.
