Custom SMS & Email Notifications 5 Send Custom SMS & Email Notifications Creating and Managing Templates Setting Up Notification Triggers Managing Notification Logs Best Practices
Reports 11 Reports & Reporting Exporting Reports Data Visualization Advanced Filtering & Customization Payments Reports Lead & Opportunity Reports Invoice Reports Task Reports Customer Reports Sales Reports Best Practices for Using Reports
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)
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
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
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
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
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
Configuration 12 General Configuration 1.4 Finance> Subscriptions 1.7 Finance> Credit Notes 1.6 Finance> Delivery Notes 1.3 Finance> Estimates 1.2 Finance> Proposals 1.1 Finance> Setup Invoices 1. Finance – General Send Emails With Your Domain Make Intellent CRM Speak Your Language Company Information 1.5 Finance> Payment Gateways
How to find leads 5 Lead Finder – Overview & Getting Started How to Set Up and Use Google Lead Finder Module in Intellent CRM Use Lead Finder to Search for Leads Manage and Follow Up with Leads Best Practices for Using Google Lead Finder
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
Tasks 6 Tasks Creating a Task Managing Tasks Linking Tasks with Other Sections Use Cases for Tasks Best Practices for Task Management
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
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
Expenses 4 Expenses How to Create an Expense How to View and Manage Expenses Best Practices for Managing Expenses
Sales 8 Sales Section Overview Estimates Proposals Invoices Payments Recurring Invoices Credit Notes Items
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