Getting your CRM Account Set Up

Setting up and Managing your Default Settings
To help you get up and running quickly with your new CRM account please click here to watch our short 'Get Started' video.
Tue, 24 Nov, 2020 at 11:54 PM
Can I customise my CRM account?
How to customise your CRM account: To help you get started with using your CRM account we have created a useful guide to show you how yo...
Tue, 24 Nov, 2020 at 11:56 PM
Do you offer Help Desk Support in UK?
There are various ways to access support and and on-going after care when you become a customer.   ACCOUNT MANAGER: Every CRM trial account or ...
Tue, 24 Nov, 2020 at 11:59 PM
Can my company logo be added to my CRM account?
Yes if you would like your company logo added to your CRM account please let us know:  1. Simply email our Support Helpdesk with your logo added as ...
Wed, 25 Nov, 2020 at 12:00 AM
Can I import my contacts data myself?
Watch the Video to see how to import data:   Please click here to watch our short video to see how to import data into your CRM account.  Importin...
Wed, 25 Nov, 2020 at 12:02 AM
What platforms or mobile devices does your CRM support?
Our CRM can be accessed on the following platforms and devices:  PC MAC TABLETS - iPad and Android based tables i.e. Samsung Galaxy, Nexus etc. ...
Wed, 25 Nov, 2020 at 12:04 AM
How do I set the time zone for my country?
To set the time zone: 1. Go to the Settings icon which you will find along the top navigation bar in your CRM account: 2. When you click into sett...
Wed, 25 Nov, 2020 at 12:05 AM
How to set up a preferred default email address for CRM email alerts?
Set Up a Default Email Address Associated with your CRM User Profile When you are set up as a CRM user you will automatically be set up with...
Wed, 25 Nov, 2020 at 12:06 AM
How do I change my password?
To Change your password:   1. Go into your CRM account and click on the Settings option along the top menu (along from Dashboard, Contacts etc). ...
Wed, 25 Nov, 2020 at 12:08 AM
How much is your CRM?  Our cloud-based CRM system is billed on a monthly recurring subscription based on the number of users, phone l...
Thu, 21 Jan, 2021 at 2:08 AM