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Getting started with your CRM account
Getting your CRM Account Set Up
Setting up and Managing your Default Settings
Can I customise my CRM account?
Do you offer Help Desk Support in UK?
Can my company logo be added to my CRM account?
Can I import my contacts data myself?
See all 10 articles
Why change to our CRM?
What does our CRM offer that I cannot get from Microsoft Outlook?
Why change from Microsoft Excel Spreadsheets to our CRM?
Your CRM is not for us as we are only a small business!
We do not want a complicated system!
Add, re-name, expire and search CRM users
How do I add a new user onto my CRM account?
How to search for a list of CRM users
Can I rename a user to another person? If so what happens to the previous users history and tasks?
How do I expire a user and what notice to give?
Login Problems, new password
I have forgotten my password or account url so I cannot login to my CRM account
I cannot log into my CRM account why?
I have requested to reset my login password but I have not received an email with my password - why?
Can I change, reset or rename my current password?
The https: is in red text with a cross through it on my CRM URL address - why?
See all 6 articles