Online Tutorials

Adding and Updating Categories and Icons

Editing and Updating Categories and Icons in CRM-Map needs to be performed by an Administrator. Before starting, make sure you have your Icon Image file ready. Keep your image files to less than 0.5 MB. Select Setup, then select Edit Categories. Icons are associated with Categories.   Select Add New Categories. If you wished to edit a category click […]

Assigning an Item to a Location

Locations can be assigned items either from the importing function when you select to your core data, or you can add them as you go. The videos will show how you can manually enter an item to a location. To Begin with, find the desired location and select view details.   In the view details, […]

Click and communicate with CRM-Map

CRM-Map supports you to make smarter management, sales and prospecting decisions. In the following example, 2 Custom Fields have been added.  Phone and Email.  In custom fields, you can choose to have more than one type of field. You can use them to communicate with your contacts quickly and easily.   Here is an example of a contact edit screen, […]