Microsoft 365 Outlook calendar integration

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

Discover how to turn customer insights into action by identifying key segments and creating CRM tasks in bulk. This approach helps you stay organised, prioritise follow-ups, and manage customer activity more effectively.

 

 

 

 

Manage customer accounts in CRM by filtering and locating specific accounts, updating ownership, and reviewing activity. You can also access analytics for deeper insight into performance and create new accounts manually when needed. This enables you to refine your sales strategy and make data-driven decisions while working with customer accounts.

Learn how to view, edit, and create campaigns in Phocas CRM. You can monitor progress by tracking activities and updating campaign details, while also using filters and search options to find specific campaigns. By managing campaigns, you can stay organized and focused on your seasonal promotions or product launches.