Getting Started

Organization of Customer Information

Each Activity, Note, Opportunity, Contact, and Case (Pro Edition) is ultimately connected to an Account.

Complete Versatility To View Your Information

The named views – which appear in the menu on the left hand side of the screen – are essentially user defined database queries that you can create and name. They are conveniently accessible whenever needed.  Views can be created for Accounts, Contacts, Opportunities, Activities, and Cases (Pro Edition).

Getting Started Is Easy – Just A Few Basic Steps:

Getting started with the system is a very easy process. There’s really only a few steps to setting up the system for your use and customizing it to the way you do business. To see the help topic for any item below, simply click on the item in the chart.