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Getting Started
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