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CRMery Basics: Efficient Quick Search, People & Company Management

Learn how to utilize CRMery's basic features for streamlined contact management. Find, add, and edit people details, send emails, create tasks/events, manage companies, filter data, and access a centralized dashboard for the latest updates.

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CRMery Basics: Efficient Quick Search, People & Company Management

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  1. CRMery BASICS

  2. Quicksearch for anything and everything...

  3. People and adding a person

  4. FillingDetails

  5. Viewing a person’sprofile and editing

  6. Write notes

  7. Emailsassociated with thiscontact

  8. Maketasks and eventsassociated with thiscontact

  9. Company and Adding a company

  10. Filtering

  11. Alwaysselect show all

  12. Select to vieweveryone’scalander

  13. Create a taskorevent

  14. View and searchalldocumentsuploaded

  15. Dashboard showslatestinformation

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