Must Do's

1. Establish your Document Types

Understanding what document types you should set up within the CRM.

2. Configure Word Template

This article outlines how to upload a Word document to be used as a Document Template within the CRM.

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3. Configure Email Templates

This article outlines how to create an email template within the CRM.

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4. Build your Word Quote Tables

This article outlines how to create Quote tables within a Word standard document in the CRM.

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5. Set Up your Email Signature

This article outlines how to set email signatures for emails being sent from the CRM.

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6. Sending Emails from Own Domain

This article outlines how to send emails from your own domain rather than the default CRM email address.

Recommended

Configuring Attachments for Email Templates

Setting Word/PDF document templates to automatically attach when email templates are used.

Installing Save To CRM Add-in (Mac)

This article will walk you through how to install the Save to CRM add-in in Outlook on a Mac.

Installing Save To CRM Add-in (Windows)

This article will walk you through how to install the Save to CRM add-in in Outlook on a Windows device.

Configure a Default Email Template

This article outlines how to configure a Default Email Template within the CRM.

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Enabling Product Images for Word & Email Quote Tables

Enabling product images for your Word and Email Quote tables & uploading product images.

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