Manage CRM items
8:04 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
View and update accounts in CRM
2:56
2
Manage contacts and leads in CRM
3:01
3
View, edit and create campaigns in CRM
2:07
3 videos in this learning module
1
View and update accounts in CRM
2:56
2
Manage contacts and leads in CRM
3:01
3
View, edit and create campaigns in CRM
2:07
View and update accounts in CRM
Learn how to quickly get an overview of your CRM accounts, refine your view to find specific ones, update details, and, if you have permissions, manually add an account.
Supporting documentation
Manage contacts and leads in CRM
Learn how to create contacts and leads, keep details up to date and convert leads into contacts.
Supporting documentation
View, edit and create campaigns in CRM
Learn how to view a list of all your CRM campaigns and drill down to check the status of associated activities, and how to create a new campaign.
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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CRM Set up and connect CRM
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 