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What’s new?

Check out the information about the latest update of CRM-service
Release Notes

Popular Articles

  • Survey Themes
  • Surveys – Basic Guide
  • Survey Editor
  • Targets
  • Setting Up a New Survey

Tips

Need help with the terms or other tips? Check our basic guide.
Help & Glossary
User

User

Basic use of the CRM system
  • Contact Center

    Contact Center

    How to use Contact Center application
  • Create Activity

    Create Activity

    Record actions for a person
  • Create Events

    Create Events

    Create and manage events
  • Create Homepage

    Create Homepage

    Create and manage your own dashboards
  • CRM Fundamentals

    CRM Fundamentals

    Basics and general functions
  • Data Management

    Data Management

    How to manage data in different registries and reports
  • E-sign

    E-sign

    Electric signature process
  • Filters

    Filters

    Digging deeper into data using filters
  • Invoices & Billing

    Invoices & Billing

    Create and send invoices
  • Potentials

    Potentials

    Create and manage potentials
  • Products

    Products

    Manage products and pricebooks
  • Projects

    Projects

    Create and manage projects
  • Sending Emails

    Sending Emails

    Create, manage and send emails
  • Surveys

    Surveys

    Create, manage and send surveys
  • Tickets

    Tickets

    How to handle user support tickets
What’s new?
Check out the information about the latest update of CRM-service
Release Notes
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