Get started with CRM

10:39 minutes total learning time

This module covers accessing your agenda, activities, and the CRM dashboard in Phocas CRM, as well as adding activities and using AI voice to quickly capture meeting notes and follow up tasks, helping you and your team stay on top of customer management.

Phocas product

CRM

4 videos in this learning module

Manage activities in My agenda

2:23

Add an activity

2:56

Create activities with AI voice

2:44

Use the CRM analysis dashboard

2:36

4 videos in this learning module

Manage activities in My agenda

2:23

Add an activity

2:56

Create activities with AI voice

2:44

Use the CRM analysis dashboard

2:36

Manage activities in My agenda

Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date.

Supporting documentation

My Agenda

Add an activity

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

Add an activity

Create activities with AI voice

Learn how to use AI voice-generated activities in Phocas CRM to quickly capture customer updates, meeting notes, and follow-up tasks. This tutorial shows you how to record an update, review and edit AI-generated activities, and add them to CRM from desktop or mobile.

Supporting documentation

Create activities with AI voice

Use 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

CRM analysis

Phocas product

CRM

Help & support

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