💻 Bring your Products to Life!
Adding product images to your Word and email Quote tables can help to bring your products to life! You can easily add images for all your products. It’s simple – just upload your images. Then, change this setting to make them appear in your quotations.
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💪 Knowledge is Power
Think of the CRM Knowledge Base like a self-serve library of info about your products and services. If you regularly deal with technical issues, and one particular thing crops up time and time again, your team can use the Knowledge Base to document what the typical symptoms and solutions are. Recording these pearls of wisdom in a centralised place makes it quicker and easier for anyone else to resolve the same issue in the future – result!
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📧 Saving Emails from Outlook
You can now effortlessly save emails from your Outlook directly into the CRM. Say a customer's emailed you about their products that were damaged on delivery - being able to save the email trail of exactly what they said before passing it to your Customer Services team will ensure nothing gets lost in translation.
Here’s how to install the add-in. Once you’re up and running, have a quick read of our doc on how to use it, and be sure to check out our video and article on how to categorise saved emails – a great way to easily identify which emails have or haven't already been saved into the CRM, without needing to manually check!
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🔍 Customers Nearby
When working in Sales, you could be out on the road a lot. Our search allows you to instantly find customers nearby - so you can make the most of every journey!
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📅 Create Appointments!
Setting up virtual and on-site meetings is part of our working lives. So, you can now create appointments straight from the CRM, inviting both customers and other members of staff quickly and easily! Take a look here to see how you can create your own appointments.
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❗ Urgent Notes
By setting a note as 'Urgent', it'll automatically appear as either a banner or pop-up - making it super easy for all users to see straight away. To start setting urgent notes, you'll first need to enable this configuration option – check out how to do this via the link on this post! P.S. Once you’ve set this up, we’ve got a helpful video and article here on how to use them!
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