ROI-Muse CRM Training

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Unit 1 - Contacts and Activities Modules

Learn how to best use contacts and activities modules within the CRM

How to login and access the CRM (00:07)
How to create Contacts (02:07)
How to create Activities (10:33)
How to import Contacts (17:40)
How to do a simple search (22:29)
How to do advanced search (23.46)
How to create tags (25:34)
How to create custom fields (27:45)
How to create custom views (30:41)

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Development Roadmap. Let's Build This Together!

In this module you will learn how you can participate in the development process and help us build the CRM that will work for your business - designed by you.

Annual Awards (01:17)
Planned Modules (03:02)
Planned Features (07:38)
Development Roadmap (10:56)
Focus Groups (12:00)
Licensee Program (13:03)

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