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Table of Contents
1. Introduction
1.1 Creating a shortcut
1.2 Adding a new CRM User & Home Panels v3.5
2. Contact Management
2.1 Adding Contacts v3.5
2.2 Editing Contacts v3.5
2.3 Contact Notes v3.5
2.4 Contact Files v3.5
2.5 Emailing Contacts v3.5
2.5.1 Mailto: Functionality
2.5.2 Validated Email Options
2.6 vCards
2.7 Importing data
3. Search
3.1 Quick Search
3.2 Advanced Search
3.3 Merge Functionality v3.5
3.3.1 Creating Templates v3.5
3.3.2 Word/PDF Files v3.5
3.3.3 Excel Export v3.5
3.3.4 Sending bulk emails
3.4 Creating & Managing Groups
4. Task & Calendar
4.1 Tasks via a Contact/Company
4.2 Tasks via Calendar v3.5
4.3 Share with Outlook via Ical
4.4 Share with Gmail desktop & phone via iCal
4.5 Share Calendar with iPhone
5. Forecasting
5.1 Add Targets
5.2 Adding a Forecast
5.3 Adding Actuals
5.4 Forecast Reports
6. Client List
6.1 Review
7. Event
7.1 Event Setup
7.1.1 Targets
7.1.2 Offers & Options
7.1.3 Surveys
7.2 Building Data
7.3 Event Homepanels
7.4 Appointing Data
7.5 Event Day Preparation
7.6 Presentation Matrix Tool
7.7 Event Reports
8. Record Security (In Progress)
8.1 CRM Options/User Options
8.2 Two Factor Authentication
9.1 Appendix A
9.2 Appendix B
FAQs
Searching Your CRM N.B. Click any image to expand:
A CRM provides you with an ordered system of your clients that you need to be able to search. YapCRM provides a quick search function Fig.1 and a comprehensive advanced 'Search' function Fig.2
Fig.1
Fig.2
