- BASIC TERMS
- GETTING STARTED WITH THE SYSTEM
- Adding new users
- Uploading a list of contacts
- Creating a Deal and Linking to a Contact
- Integration with Email, Uploading Email to the CRM
- Sending and receiving emails in Friday CRM
- A few vital moments for administrators
- Integration with Telephony
- How to Change Settings
- How to Add Fields with Their Own Names
- How to Receive Requests from the Website in CRM
- Widgets
- How Other Users Can Log Into the System
- DEAL INTERFACE
- CONTACTS INTERFACE
- ACTIVITIES INTERFACE
- TIME TRACKER
- FUNCTIONS
- Uploading Email to the System
- Personnel Productivity
- Approval (Discussion)
- Qualification Button
- Integration with Telephony, Features
- Telephony Operating Basics
- Phone Call Recording
- Calls without Manual Dialing
- Hiding Phone Numbers
- Differentiation of User’s Privileges
- Data backup
- Integration With Website and Other Applications
- Widgets
- SETTINGS
- AUTHORIZATION
- G Suite: Special offer for you
Tips & Support
A newer version of the guide is available at this link
8 Jun