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Friday CRM User Guide

  • BASIC TERMS
    • Deal
    • Contact
    • Activities
    • Task
    • Dashboard
  • 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
    • List of Deals
    • Deal Profile
  • CONTACTS INTERFACE
    • List of Contacts
    • Company Profile Page
    • Person Profile Page
  • ACTIVITIES INTERFACE
    • Calls
    • Emails
    • Users’ Notes
    • Link note to active deals
    • Import all activities
    • Filtration of Activity Events to Measure Productivity
  • TIME TRACKER
    • How Reports Are Filled Out by Employees
    • How a Report is Viewed by an Administrator
    • Useful Functions of the 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
    • Users, Access
    • Importing Contacts
    • Export of data
    • General Settings
    • Custom fields
    • Integration with Email
    • Integration with Telephony
    • Pipeline (Sales Funnel, Stages)
    • Channels
    • Sources
    • Time Tracker, Working Month Parameters
    • Time Tracker, Workday Parameters
    • Tags
  • AUTHORIZATION
    • Two Alternatives to Signing In
    • Password Recovery
  • G Suite: Special offer for you
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