Video walkthrough
Phase 2 Navigation #1: Customize Client Pages
Step by step process: 1. To edit your client page in terms of which columns you would like to see, these columns would…
Help centre
Navigation
Find your way around: client pages, filters, bulk actions, templates and messaging.
Video walkthrough
Phase 2 Navigation #2: How To Use Filters
Step by step process: 1. Next I’m going to show you how to use filters. 2. You might have a hundred, a thousand, even…
Video walkthrough
Phase 2 Navigation #3: How To Export Data
Step by step process: 1. To export all data from the system you can select all of them. 2. Once you’ve selected you…
Video walkthrough
Phase 2 Navigation #4: Bulk Actions
Step by step process: 1. In order to make bulk changes to your database, you can simply choose a few that you would…
Video walkthrough
Phase 2 Navigation #5: Workflow Notes (WFNs)
Step by step process: 1. Now that you have your system set up and your clients all loaded onto the system, let’s see…
Video walkthrough
Phase 2 Navigation #6: Setup Email & Text Templates
Step by step process: 1. To set up e mail and text templates in the system, click on your name settings at the bottom…
Video walkthrough
Phase 2 Navigation #7: Sending Emails & Texts
Step by step process: 1. I want to send an e mail to a customer, so I’m going to navigate to a specific customer. 2…
Video walkthrough
Phase 2 Navigation #8: Receiving Emails
Step by step process: 1. I have sent an email and I’m waiting for a response from the customer, so I’m going to…
Video walkthrough
Phase 2 Navigation #9: How email matching works
1. In this video, we’re going to take a look at how e mail matching works. If you navigate to the My Workflow Notes…
Video walkthrough
Phase 2 Navigation #10: How To Store Files
Step by step process: 1. To store files within the BaseCloud CRM system, just navigate to any of your customer…
Video walkthrough
Phase 2 Navigation #11: Quotes & Invoices
Step by step process: 1. To send a quote or invoice from the system, just navigate to the customer, go to accounting…
Video walkthrough
Phase 2 Navigation #12: Reporting
Step by step process: 1. On the left hand navigation panel, you will see Reports where you can view any custom CRM…
Run your whole business from one client record
Calls, texts, WhatsApp, email, quotes and automation in one CRM. Live in 48 hours, with your data migrated and your team trained.