Getting Started Tutorial

To get started, we recommend you take a couple of hours getting some information into the system and familiarising yourself with how it works. 

So, here's what we suggest you do:

Set up your contacts in Bizworks CRM

1. Install the Outlook Add-In
2. Import the contacts you want to work with on the CRM from Outlook. 
   
   You have 2 options to do this - either go through each of your contacts in Outlook and click "link to CRM" for the ones you want to link, or to import a large number of contacts you can use the Import Wizard and pull your contacts in from an excel spreadsheet. 
   
   Go to the dashboard and click on "Import Contacts".  This opens a wizard which will step you through what to do.
   
   
   
   
   
   Note that if your contacts are in Outlook and you want to import from a spreadsheet, you can export your contacts to an excel spreadsheet through Outlook (choose File - Import or Export and export to excel).