CRM: Create a contact
1:41 min
Learn how to add new contact to an account in Phocas CRM.
Supporting documentation
Presented by David Chambers
Solutions Consultant
Phocas product
Related video tutorials
CRM: Create tasks for multiple customers
Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.
1:18 min
CRM: Add an activity directly from Phocas
In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point.
1:09 min
CRM: Add a note
Learn how to add a business note, including an attachment, to an account in Phocas CRM.
1:50 min
CRM: Add a meeting
Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar.
3:02 min