SalesSeek

Read this first when getting started with SalesSeek and pdCRM

Getting Started with your new CRM

How to get all of your team added to your system

1. Adding Users to your account

Customise the system to store the data required for your workflows

2. Creating Custom Fields

3. Configuring Funnel Phases

What are revenue buckets and how do I edit them?

4. Setting Up Revenue Buckets

How to add a lead source to a contact or prospect.

5. Adding a Lead Source

Import or Update your data from a spreadsheet file

6. Importing Your Data

Download mobile apps and our Chrome plugin to get the full use of your account

7. Download Apps and Extensions

Support

Welcome

pdCRM

Find answers and get help from Intercom Support and Community Experts

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