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
- Install the Outlook Add-In
- 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).