Getting Started

Intro and step-by-step guide to getting started with your system

8 articles in this collection
Written by Support

Welcome

Getting Started with your new CRM

Read this first when getting started with SalesSeek and pdCRM

Written by Support
Updated over a week ago

1. Adding Users to your account

How to get all of your team added to your system

Written by Support
Updated over a week ago

2. Creating Custom Fields

Customise the system to store the data required for your workflows

Written by Support
Updated over a week ago

3. Configuring Funnel Phases

Customise to suit your sales workflow.

Written by Support
Updated over a week ago

4. Setting Up Revenue Buckets

What are revenue buckets and how do I edit them?

Written by Support
Updated over a week ago

5. Adding a Lead Source

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

Written by Support
Updated over a week ago

6. Importing Your Data

Import or Update your data from a spreadsheet file

Written by Support
Updated over a week ago

7. Download Apps and Extensions

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

Written by Support
Updated over a week ago