Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

Telemarketing with CRM Software

Telemarketing can be handled easily with CRM-Express
Data can be shared between network users or each can have his/her own set of data.
Below we are going to demonstrate how to use reminders for telemarketing.

Example: How to quickly get to the details of a contact.
1. Open CRM-Express and log in.
The reminders you have set in Setting Reminders will automatically display.
2. Click on the Address Book Tab to display the Address Book
3. Select a different reminder to display the contact