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Exploring the CRM

How-to articles guiding you to efficiently and effectively use our CRM's features and functionality

Getting started

  • Signing in to CRM
  • What does my CRM Dashboard show?

Using funnels

  • Understanding funnels
  • Viewing and editing plot information

Leads and activities

  • Understanding leads
  • Automatic leads
  • Manually adding leads
  • Editing your leads
  • Qualifying your leads
  • Viewing and adding activities

See all 7 articles

Plots, reservations and progressions

  • Understanding plots and reservations
  • Sales Progression updates

Group reporting

  • Creating groups for reporting
  • Creating a new leads (weekly) report
  • Creating a sale completions (monthly) report
  • Creating a lead source report

Campaigns

  • Understanding campaigns
  • Creating campaign emails
  • Campaign insights

Support

  • Submitting and tracking CRM Support tickets
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