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