★ Beginner's Guide

Cronetic's Beginner's Guide is designed for users who are brand new to Cronetic CRM.

A. Introduction to Cronetic CRM

1. What is Cronetic CRM? 
2. Cronetic plans and services
3. Creating an account 
4. Planning your users and data imports
   
   
   For those who like to jump ahead, don't skip these steps
   
   

B. Get Started

1. First steps for administrators
2. Overview of Advanced Permissions
3. Importing records with custom fields
4. Importing Contacts
5. Adding Lead Sources
6. Adding New Users
7. Delegating Leads to Agents
8. Automation

 

C. Getting Around

1. Navigating Cronetic
2. Viewing Reports
3. Viewing Leads
4. Viewing Quotes
5. Viewing Orders
6. A guide to email in Cronetic

D. Setting your preferences

1. System Settings (for administrators)
2. User Settings 
3. Email Settings
4. Cronetic's Integrations