What does the upcoming regulation on personal data mean for your business? Get an Introduction Here

Product Guides

 

Here you'll find product guides for your webCRM system. This page will be continually updated, but if you can't find help here, don't hesitate to get in touch with our customer support.

Activity Alert
and Pop-up

Activities of extra importance can be set to alert the user through a pop-up notification window placed in the lower right corner.

Read the guide (pdf)

 

Default
Templates

You can now add 1 default template and 5 favourite templates for Support, Activities, Persons, Opportunities and Deliveries.

Read the guide (pdf)

 

Mass Creation
of Meetings

With this webCRM functionality you can distribute meetings for your users on a number of organisations from a report.

Read the guide (pdf)

 

Mailjet, SPF, DKIM and “On behalf of”

The spammers are increasingly aggressive and this calls for strong methods to detect and avoid spam emails. This in turn increases the risk of your emails being falsely detected as spam.

Read the guide (pdf)

 

E-mails and
Anti-spam

As the spammers become increasing aggressive more and more legit emails get banned as spam.

Read the guide (pdf)

 

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We have video guides as well