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1

Step 1. Start Here!

Customers

6

Customers — Getting Started
How to Add a Contact to a Customer
Viewing Customer Details
Importing Customers (CSV)
Linking Items to Customers
Client Portal

Sales

8

Sales Section Overview
Estimates
Proposals
Invoices
Payments
Recurring Invoices
Credit Notes
Items

Subscriptions

1

How To Work & Enable Subscriptions

Expenses

4

Expenses
How to Create an Expense
How to View and Manage Expenses
Best Practices for Managing Expenses

Contracts

4

Contracts
How to Create a Contract
Managing Contracts
Best Practices for Using Contracts

Projects

7

Intro to Projects At IntellentCRM
How to Create a Project
Project Tabs & Features
Linking Projects with Other Sections in Intellent CRM
Client Portal & Projects
Project Reporting
Best Practices for Project Reporting

Marketing & Automations

6

Marketing Automation
Creating a Marketing Campaign
Creating Automated Workflows
Managing Contact Segments
Use Cases of Marketing Automation
Best Practices for Marketing Automation

Tasks

6

Tasks
Creating a Task
Managing Tasks
Linking Tasks with Other Sections
Use Cases for Tasks
Best Practices for Task Management

How to provide Support

7

Support Overview
How Your Customers Can Create a Support Ticket
Managing Your Support Tickets
Managing Ticket Views
Linking Support Tickets with Other Sections
Use Cases for the Support Module
Best Practices for Support Ticket Management

How to find leads

5

Use Lead Finder to Search for Leads
Manage and Follow Up with Leads
Best Practices for Using Google Lead Finder
Lead Finder – Overview & Getting Started
How to Set Up and Use Google Lead Finder Module in Intellent CRM

Configuration

12

General Configuration
Company Information
Make Intellent CRM Speak Your Language
Send Emails With Your Domain
1. Finance – General
1.1 Finance> Setup Invoices
1.2 Finance> Proposals
1.3 Finance> Estimates
1.6 Finance> Delivery Notes
1.7 Finance> Credit Notes
1.4 Finance> Subscriptions
1.5 Finance> Payment Gateways

Creating PopUps To Grab Leads

6

How To Generate Leads Using Popups
Create a New Popup
Design and Customize the Popup
Configure Popup Behavior
Monitor Popup Performance
Best Practices for Using Popups

Landing Pages

5

Creating Landing Pages To Generate Clients
Creating a Landing Page in Intellent CRM
Configure Landing Page Settings
Monitor and Analyze the Landing Page Performance
Best Practices for Landing Pages

Leads Management

8

Leads Management Overview
How to Create Leads in Intellent CRM
Managing and Tracking Leads
Converting Leads to Opportunities and Clients
Lead Activity Management and Interaction Logging
Lead Nurturing with Tags and Notes
Best Practices for Lead Management
Reports and Analytics for Lead Management

Getting Estimate Requests Automatically

8

Estimate Requests
How to Create a New Estimate Request Form
Embedding the Form on Your Website
Linking Estimate Requests to Other Modules
Managing Estimate Requests
Notifications
Best Practices
Converting Estimate Requests into Leads or Estimates in Intellent CRM

Knowledge Base

8

Knowledge Base
Creating a Knowledge Base Article
Creating Categories
Editing and Maintaining Articles
Client View & Access Control
Usage Ideas & Best Practices
Linking Articles to Tickets
Pro Tips for Creating an Effective Knowledge Base

Utilities

9

Utilities
Activity Log
System Info
Database Backup
Media/Uploads Cleaner
Email Queue Monitor
Calendar Feeds (iCal Sync)
Language Translator / Editor (If enabled)
Maintenance Checklist (Monthly)

Reports

11

Reports & Reporting
Sales Reports
Customer Reports
Task Reports
Invoice Reports
Lead & Opportunity Reports
Payments Reports
Advanced Filtering & Customization
Data Visualization
Exporting Reports
Best Practices for Using Reports

Custom SMS & Email Notifications

5

Send Custom SMS & Email Notifications
Creating and Managing Templates
Setting Up Notification Triggers
Managing Notification Logs
Best Practices

View Categories

Home
Knowledge Base
Landing Pages

Landing Pages

Creating Landing Pages To Generate Clients
Creating a Landing Page in Intellent CRM
Configure Landing Page Settings
Monitor and Analyze the Landing Page Performance
Best Practices for Landing Pages

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IntellentCRM

The Only CRM Where Everything’s Included for $5

Intellent CRM is the world’s easiest and most affordable Customer Management System.

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