CRM Layout

Basic overview of the CRM layout

    1. Main Navigation of the CRM
    2. Easily switch to Contacts from almost anywhere in the CRM
    3. Action Center - quickly navigate to many areas of the site
    4. Settings - this will show a variety of other functions including:
      • Account settings
      • Initial set up of Mail Settings
      • Import/Export Data
  • Hover over item for explanation
    Account Setup

    CONTACT MANAGEMENT
    Mail Merge Profile
    Manage Contacts
    Categories
    Custom Fields
    Client Touch
    Flags
    Sources
    Landing Pages

    EMAIL TEMPLATES
    Add/Edit
    Intelligent Links

    OTHER TEMPLATES
    Letter Templates
    AUTOMATE
    Action Sets
    Auto Responders
    To-Dos
    Birthday Assistant
    Agenda Assistant

    PROJECT MANAGEMENT
    Deals

© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development Full Circle Creative

© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development Full Circle Creative