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While CRM.COM knowledge base provides detailed manuals for each available module in the system, the Getting Started with CRM.COM guides aim to assist you quickly set-up the system based on your own business model, focusing only on the related areas and avoid pointless hours of reading and useless configuration.

We have created for you 5 6 Getting Started Guides, each of which focuses on a specific area.
Our Getting Started guides, allow you to either configure only the absolutely necessary modules to just get you started, or configure the system in a way that you will utilise its maximum potential.
To achieve this, in each of the Getting Started guides, check the related table under each module. For the minimum required configuration check the modules defined as mandatory while for full configuration check all modules.

Now fold up your sleeves, click on your guide and get started! 

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Tip

No matter what your line of business is, start by working with the Getting Started with CRM.COM guide, and then move to the Getting Started Guide of your interest.

Via the Getting Started with CRM.COM guide you will find out, how to:

  • Set up your Organisational Structure in CRM.COM using Network Management
  • Set up security access and restrictions using Security Management
  • Create your users using Users Management
  • Set up the system related to system functionality
  • Log in and out of the system
  • Navigate through the system
  • Use the different types of CRM.COM screens
  • Use the Communication Centre

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