Getting started guides
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Getting started as an Admin
noCRM is intuitive, but your team needs to get acquainted before full adoption. Here's the best framework for admins to get started.
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Getting started as a User
noCRM simplifies repetitive daily tasks so sales reps stay efficient and on track to hit their goals. This guide walks you through onboarding.
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Account Set Up
Replicate your sales process, manage users, account privacy, and more.
13 articles -
User Settings
Define your preferences such as notifications, your homepage, sync your calendar, and more...
11 articles -
Email Management
Integrate your noCRM account with your inbox to improve communication
11 articles -
Lead Creation Mechanisms
Create leads from contact forms, LinkedIn, business cards, and more.
9 articles -
Lead Properties
Learn about statuses, reminders, closing dates, and more.
8 articles -
Lead Management
Learn some tips to boost your lead management performance
20 articles -
Call Campaigns
Create and configure Call Campaigns to organize your outbound calls, distribute leads effectively, and improve your sales process.
4 articles -
Quotes and Invoices
Effortlessly generate quotes and invoices to streamline the management of your leads and customers
4 articles -
Prospect Management
Improve your qualification process with noCRM's prospecting lists
4 articles -
Clients Management
Use Client Folders to manage your clients, handle upsells, and renewals
3 articles -
Workflow Automation
Scale your sales and automate your sales activities in noCRM
7 articles -
Statistics & Reporting
Analyze company and team performance, access your sales forecast and more
8 articles -
Data Management
Import, export, and restore data to/from your noCRM account
11 articles -
Integrations
Integrate with other services to create your ideal sales machine
5 articles -
Mobile App
Create and manage your leads on the go using noCRM's mobile app
1 article -
Referral Program
Refer noCRM to your friends and get rewarded for it
1 article -
Account preferences
Learn how to configure your account-wide preferences from the Admin Panel, including leads, quick actions, emails, navigation, users, and privacy settings
1 article