Knowledge Base - User Guide

Introduction to CRM

  1. Frequently Asked Questions on CRM for Newbee?

Initial Account Setup

  1. How to Setup new CRM account at ToolsOnCloud?

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 on a Lead?

Deal Management

  1. What is a Deal?
  2. How to add a Deal in CRM?
  3. How to update Deal status in CRM?
  4. How to add meeting notes and history to a Deal in CRM?

Contact Management

  1. What is a Person Contact?
  2. How to add a Person Contact in CRM?
  3. How to add meeting notes or history to a Person Contact?
  4. What is an Account or Organization Contact?
  5. How to add an Organization Contact in ToolsOnCloud CRM?
  6. How to add meeting notes and history to an Organization Contact?

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 user 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 ?

Still having questions?

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