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 yesterday

1. Adding Users to your account

How to get all of your team added to your system

Written by Support
Updated yesterday

2. Creating Custom Fields

Customise the system to store the data required for your workflows

Written by Support
Updated yesterday

3. Configuring Funnel Phases

Customise to suit your sales workflow.

Written by Support
Updated yesterday

4. Setting Up Revenue Buckets

What are revenue buckets and how do I edit them?

Written by Support
Updated yesterday

5. Adding a Lead Source

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

Written by Support
Updated yesterday

6. Importing Your Data

Import or Update your data from a spreadsheet file

Written by Support
Updated yesterday

7. Download Apps and Extensions

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

Written by Support
Updated yesterday