How to use the Help Desk & Information Center

Learning how to access the support here is important.  Here is a video and screen shot walk through of how to get help!

There is also an Information tab in the main menu and that will open a pop up window with lots of walk throughs on each part of the CRM.  This is updated weekly so check there often. Since it opens in a pop up you can have that open while you are working in the system!  This is covered in the video.

Watch this loom to see how to access the resources available to you

Watch this step by step walk through of how to access the resources available to you

If you need 1:1 support you can always book help here:

We will have Done For You Onboarding packages available coming VERY soon!

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