Get started with CRM
7:55 minutes total learning time
This module covers key CRM elements like activities, accounts, campaigns, and contacts—helping you and your team stay on top of customer management.
Phocas product 
CRM
CRM 3 videos in this learning module
1
My Agenda in CRM
2:23
2
Add an activity in CRM
2:56
3
The CRM analysis dashboard
2:36
3 videos in this learning module
1
My Agenda in CRM
2:23
2
Add an activity in CRM
2:56
3
The CRM analysis dashboard
2:36
My Agenda in CRM
Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date.
Supporting documentation
Add an activity in CRM
Learn how to add notes, log calls, schedule meetings, and track tasks for your CRM accounts, contacts, or leads. Assign them to team members, attach files, and include important details to keep everything organized.
Supporting documentation
The CRM analysis dashboard
Learn about the benefits of setting up a simple CRM dashboard in Phocas. Combine data from your CRM database with sales results for a bird’s eye view of the value that your activities are generating.
Supporting documentation
Phocas product
CRM 
Related learning modules
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This module covers key CRM elements like activities, accounts, campaigns, and contacts—helping you and your team stay on top of customer management.
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This module takes you through connecting your Microsoft 365 calendar and setting up CRM account mapping. These videos introduce key steps to help keep your activities and data aligned.
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Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
Insights 