Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates Add an activity in CRM
2:56 min
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
Phocas product 
CRM
CRM 
Help & support Related video tutorials
CRM 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.
2:56 min
CRM 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.
2:07 min
CRM 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.
2:36 min
CRM Manage contacts and leads in CRM
Learn how to create contacts and leads, keep details up to date and convert leads into contacts.
3:01 min