Getting started (Where do I begin?)

• ★ How to get started (in less than 5 minutes)
• ★ CRM SET UP (CRM only)
• ★ Job Management SET UP
• ★ Video training (All Users) - NEW VIDEO NOW WITH SOUND
• ★ Video training (Admin Users) - NEW VIDEO NOW WITH SOUND
• I have a list of contacts how do I upload bulk data?

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Announcements

• ★ Connect to Xero
• ★ Service Jobs
• ★ Visitor Management - Visitor sign in / sign out
• ★ Timesheets (Admin Users)
• ★ Timesheets
• Resources

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Tips & Tricks

• Use custom fields in your CRM and make your address book smarter…
• How to enter information into your CRM more quickly…
• Creating a call list
• How to view my tasks on my calendar?
• How do I set an "Owner" for my contacts?
• Auto filter of contacts by user

Help Menu

• Upload of items into project locations
• Collections - Printer
• Invoices
• Search in groups / add or remove
• Send an email
• Manage days (holidays or vacations)

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