Help & Support » Learn the Basics » CRM Database

CRM Database

  • Lesson 1: CRM Basics

    • Step 1: Build your CRM Database
    • Step 2: Try it yourself: Create a new client now
    • Step 3: Anatomy of a Client Page

  • Lesson 2: 360-Degree Client View

    • Step 1: Keep Tabs on Client Work
    • Step 2: Capture your Client Interactions
    • Step 3: What’s Captured in Email Integration?
    • Step 4: Navigating your Client Stream
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