{"id":1633,"date":"2020-10-26T21:46:11","date_gmt":"2020-10-27T02:46:11","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?page_id=1633"},"modified":"2020-10-26T22:50:34","modified_gmt":"2020-10-27T03:50:34","slug":"friday-crm-user-guide","status":"publish","type":"page","link":"https:\/\/fridaycrm.com\/blog\/friday-crm-user-guide\/","title":{"rendered":"Friday CRM User Guide"},"content":{"rendered":"\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/basic-terms-deal-contact-activity\/\">BASIC TERMS<\/a>\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/basic-terms-deal-contact-activity#deal\">Deal<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/basic-terms-deal-contact-activity#contact\">Contact<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/basic-terms-deal-contact-activity#activities\">Activities<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/basic-term-task\/\">Task<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/01-05\/\">Dashboard<\/a><\/li>\n<\/ul>\n<\/li>\n<li>GETTING STARTED WITH THE SYSTEM\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-01\/\">Adding new users<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-02\/\">Uploading a list of contacts<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-03\/\">Creating a Deal and Linking to a Contact<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-04\/\">Integration with Email, Uploading Email to the CRM<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-05\/\">Sending and receiving emails in Friday CRM<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-06\/\">A few vital moments for administrators<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-07\/\">Integration with Telephony<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-08\/\">How to Change Settings<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-09\/\">How to Add Fields with Their Own Names<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-10\/\">How to Receive Requests from the Website in CRM<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-11\/\">Widgets<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/02-12\/\">How Other Users Can Log Into the System<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/03-00\/\">DEAL INTERFACE<\/a>\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/03-01\/\">List of Deals<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/03-02\/\">Deal Profile<\/a><\/li>\n<\/ul>\n<\/li>\n<li>CONTACTS INTERFACE\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/04-01\/\">List of Contacts<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/04-02\/\">Company Profile Page<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/04-03\/\">Person Profile Page<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-00\/\">ACTIVITIES INTERFACE<\/a>\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-01\/\">Calls<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-02\/\">Emails<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-03\/\">Users\u2019 Notes<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-04\/\">Link note to active deals<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-05\/\">Import all activities<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/05-06\/\">Filtration of Activity Events to Measure Productivity<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/time-tracker\/\">TIME TRACKER<\/a>\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/time-tracker#tt1\">How Reports Are Filled Out by Employees<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/time-tracker#tt2\">How a Report is Viewed by an Administrator<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/time-tracker#tt3\">Useful Functions of the Time Tracker<\/a><\/li>\n<\/ul>\n<\/li>\n<li>FUNCTIONS\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-01\/\">Uploading Email to the System<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-02\/\">Personnel Productivity<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-03\/\">Approval (Discussion)<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-04\/\">Qualification Button<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-05\/\">Integration with Telephony, Features<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-06\/\">Telephony Operating Basics<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-07\/\">Phone Call Recording<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-08\/\">Calls without Manual Dialing<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-09\/\">Hiding Phone Numbers<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-10\/\">Differentiation of User\u2019s Privileges<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-11\/\">Data backup<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-12\/\">Integration With Website and Other Applications<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/07-13\/\">Widgets<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-00\/\">SETTINGS<\/a>\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-01\/\">Users, Access<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-02\/\">Importing Contacts<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-03\/\">Export of data<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-04\/\">General Settings<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-05\/\">Custom fields<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-06\/\">Integration with Email<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-07\/\">Integration with Telephony<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-08\/\">Pipeline (Sales Funnel, Stages)<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-09\/\">Channels<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-10\/\">Sources<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-11\/\">Time Tracker, Working Month Parameters<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-12\/\">Time Tracker, Workday Parameters<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/08-13\/\">Tags<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/09-00\/\">AUTHORIZATION<\/a>\n<ul>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/09-01\/\">Two Alternatives to Signing In<\/a><\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/09-02\/\">Password Recovery<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/fridaycrm.com\/blog\/support\/10-00\/\">G Suite: Special offer for you<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"yst_prominent_words":[618,186,26,166,43,37,1167,1165,173,1166,857,117,165,577,202,131,133,796,1168,205],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/pages\/1633"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1633"}],"version-history":[{"count":4,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/pages\/1633\/revisions"}],"predecessor-version":[{"id":1649,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/pages\/1633\/revisions\/1649"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1633"}],"wp:term":[{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1633"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}