My Agenda in CRM

Learn how to connect Phocas CRM with your Microsoft 365 Outlook calendar to enable two-way synchronization. This helps streamline workflows, save time, and reduce the risk of missed meetings or scheduling conflicts. 

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.

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.

Learn how to manage contacts and leads in CRM, including filtering and updating contact details, while also tracking activities and converting leads to contacts. You can create new contacts and leads, add tasks and notes, and link them to accounts. By converting leads to contacts, you can maintain a seamless record of interactions and details.