Looking for Detailed User Guide?

Newbee to CRM?

  1. CRM FAQs for Newbee?

Initial Account Setup

  1. How to setup New Toolsoncloud CRM account?

Lead Management System

  1. What is a Lead?
  2. How to add a Lead in Toolsoncloud CRM?
  3. How to update Lead stage in Toolsoncloud?
  4. How to add notes for a Lead?
  5. How to convert a Lead to a Deal?

Deal Management

  1. What is a Deal?
  2. How to add a Deal in Toolsoncloud?
  3. How to update Deal status in Toolsoncloud?
  4. How to add Deal History & Meeting notes?

Contact Management

  1. What is a Person Contact?
  2. How to add a Person Contact in Toolsoncloud?
  3. How to add Person contact History & Meeting notes?
  4. What is an Organization Contact?
  5. How to add an Organization Contact in Toolsoncloud?
  6. How to add Organization contact History & Meeting notes?

Activity & Task Management

  1. What is a Activity or Task in Toolsoncloud CRM?
  2. How to add a Task in Toolsoncloud CRM

Team Management

  1. How to add team member in Toolsoncloud CRM?
  2. How to enable/disable a team member in Toolsoncloud CRM?

Sales Pipeline Management

  1. What is a Pipeline in Toolsoncloud?
  2. How to add a new Sales Pipeline in Toolsoncloud
  3. How to customize the stages of Pipeline in Toolsoncloud

Reporting & Analytics

  1. How to export reports in Toolsoncloud Sales CRM?
  2. How to build custom charts & metrics in Toolsoncloud ?

Managing Toolsoncloud Account

  1. Forgot password, How to recover account?
  2. How to make subscription fee payments ?



For more details on how ToolsOnCloud can help you achieve your purpose of building high performing sales teams, do checkout our Features and Business Benefits. Or Feel Free to Call, Chat or Mail Us


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