Support

Getting your CRM Account Set Up 10

• 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?

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Why change to our CRM? 4

• What does our CRM offer that I cannot get from Microsoft Outlook?
• Why change from Microsoft Excel Spreadsheets to our CRM?
• Designed specifically for small businesses taking into account affordability and easy to use
• We do not want a complicated system!

Add, re-name, expire and search CRM users 5

• 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?
• Manage your CRM users inside your account

Login Problems, new password 6

• 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?

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