CRM
Learn to manage your leads, customers, deals.
CRM Overview
TIEIT Grids
- How can I change the Source for Contacts in bulk?
- How do I Delete a View?
- How do I Rename a Custom Contacts Grid View?
- How do I create a Custom View on the Contact Grid?
- How do I filter Contacts by a Custom Source?
- How do I assign a particular User to Contacts from an existing Source?
Contacts
- How do I automatically add leads from outside sources?
- How to Add Contacts to the CRM
- How do I manually add a new Contact?
- Navigating the Contact Details Page
- Contact Details Page: Quick Action Bar Overview
- How to add additional Companies, Phone Numbers, Emails and/or Websites to a Contact?
Deals
- Understanding Deals in TIEIT
- Getting Started with Deal Pipelines
- How do I change the name of a Deal?
- How do I change the Pipeline in a Deal?
- How do I change the Stage in a Deal?
- How to change the owner of a deal or contact?
Companies
- Managing Companies in the CRM
- How can I view all my Companies?
- How do I add a new Company?
- How do I delete a Company?
- Creating Company Types
- How to Create a Contact Position
Activities
- Activity Dashboard
- Activity Tracking
- Getting Started with Activities
- Creating Activities
- Viewing Activity Details
- Where can I view all my Activities for the day?
Groups
Sources
Saved Responses
Scheduling
TIEIT Inbox
RingCentral
To-Do List
- How to access the To-Do List?
- How to add a new Item to the To Do List?
- How to change the Category for a To-Do List item?
- How to close a To-Do List item?
- Can I clear my completed items in my To-Do List?
- How do I star a To Do List item?