CRM Pack

Xeppo CRM Resource Guide

Marketing App

• Overview
• Creating a Marketing List and Syncing to MailChimp
• Introduction to Tags
• Adding Tags
• Tags in Views (Filtering and Display)
• Removing Tags

Sales App

Learn the basics of the Sales App

• Sales App Introduction Video
• Creating Pipelines (admin)
• Creating and Qualifying Leads
• Creating Opportunities
• Creating Opportunities from Views
• Creating Automated Opportunities
• Working with Opportunities
• How to Manage Potential Opportunities
• Views and Charts of Opportunities
• Activities and Tasks

Activities App

Learn the basics of the Activities App - Introducing Projects (our version of Workflow)

• Activities  [Section Index]
• Creating Activities
• Searching Activities
• Activity Notes
• Email Integration
• Projects
• Actions

Documents App

Learn the basics of the Documents App and our document storage solutions

• Documents App [Section Index]
• Documents App - Introduction
• Documents App - Overview
• Setting Up Documents App
• Adding Documents

Note: Items marked with (admin) require you to log into the support portal