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Getting Started
Getting Started
+2
14 articles in this collection
Written by
James Webster,
James Scholes,
Joe Jeffries
and 2 others
sheepCRM Security
Written by
James Webster
Updated over a week ago
Communications: Creating email templates
Email templates allow you to send out bulk or automated emails to your members with ease. Follow these steps to create a new template.
Written by
Sam Wilkins
Updated over a week ago
Joining the sheepCRM community
A high level overview of what to expect and what will be required from you in order to set-up sheepCRM for your organisation.
Written by
Joe Jeffries
Updated over a week ago
Reporting
Filtering and exporting data for reporting
Written by
James Webster
Updated over a week ago
Importing your contacts from a spreadsheet
Sheep has an easy to use import system. Here's how it works
Written by
James Scholes
Updated over a week ago
Bulk uploads
importing spreadsheets into Sheep
Written by
James Webster
Updated over a week ago
Sheep Starter Packs
Choose the setup plan that is right for you
Written by
James Webster
Updated over a week ago
Start here
Getting started with Sheep
Written by
James Webster
Updated over a week ago
Browser Support
Written by
James Scholes
Updated over a week ago
Adding a user
How to add a team member to your Sheep account and set their permissions
Written by
James Webster
Updated over a week ago
Editing account details
Changing the name, email or password on the account
Written by
James Webster
Updated over a week ago
Delete, 'Move to bin' and Obfuscate
Written by
James Webster
Updated over a week ago
Self Service: Get better address data from Members during Sign up (using our Loqate integration)
Written by
Tom Byrom
Updated over a week ago
Errors
Error - You aren't a member of any data flocks.
Written by
James Webster
Updated over a week ago