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On this page you will find guides for using webCRM. The site is constantly updated, but if you cannot find help here, please feel free to contact our support.
Assign more responsible for organisations than the current two.
Layout and edit your newsletters and email templates.
You can now add 1 default template and 5 favourite templates.
Distribute meetings for your users on a number of organisations from a report.
General guidelines to avoid e-mails
to be mistaken for spam.
Improve the overview of the organisation information.
The website integration allows information to be imported into webCRM.
Activities of extra importance can be set to alert the user through a pop-up notification.
According to GDPR it is required that your organisation can provide all stored personal data on demand.
You must be able to document that persons receiving mass emails have explicitly accepted to receive these e-mails.
As part of the GDPR it is required that persons can ask to have stored personal data deleted at any time.
A company is required to give its customers or leads access and the ability to edit personal information that has been stored.
We have video guides as well