CRM: View all activities
3:01 min
Learn how to view all activities quickly and easily in Photos CRM. See as a list, or switch to calendar to view by week, month or narrow down to just one day.
Supporting documentation

Presented by David Chambers
Solutions Consultant
Phocas product
Tags
Related video tutorials
CRM account mapping
The CRM mapping tool provides a simple way for administrators to push customer data into Phocas CRM, as accounts, without the need for scripts or extensive prep work.
4:14 min
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
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.
2:23 min
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