Get Started with SpinOffice CRM
Here, you will be introduced to a number of useful actions that will help you start working with your CRM account. It will provide you with information required to complete the most essential elements needed to get started and get the most of your SpinOffice CRM experience.
- Go through the tour slides for a short introduction.
- Import your existing contacts from an Excel contacts’ file.
- Integrate your email account(s).
- Invite colleagues to participate in the database.
- Create different contact types for each type of relationship (contact cards).
- Import (drag & drop) files and connect them to contacts or folders.
- Create activities (tasks & appointments) for you and your colleagues.
- Complete your personal profile for a personalized email signature.
- Create your very own email template.
- Use SpinOffice to send emails and to interact with your customers.
- Activate the sync (Contacts & Calendar) for your mobile devices.
- Download the mobile iOS app.
If you’re still not sure where to start or have any questions along the way, feel free to write to us: info@spinoffice-crm.com.
