CRM Tutorial Videos
Need some CRM training and help? Our non-techie, CRM tutorial videos show you how to use the key CRM features.
How to Create Custom Fields
Create your own Custom Fields to tailor your CRM system to meet your business needs.
How to Create Custom Grids
With Really Simple Systems CRM you can easily set up custom grids (or tables) to display what’s important to your business.
How to Create Custom Dropdown Lists
Customise your CRM by creating your own Dropdown Lists to drive your Custom Fields.
How to Add an Opportunity
In managing your sales pipeline, see how you can easily create a new opportunity in your CRM.
How to Add Tasks and Activities
Watch how to add Tasks and Activities to your customer account, building up a timeline of your interactions.
How To Use CRM Calendars
Watch how to use the CRM calendar to manage your Tasks and Appointments in the CRM.
How to Create Quotations
With Really Simple Systems CRM you can create quotations directly from your sales opportunities and mail them to your prospects.
How To Run Listing Reports
Use Listing Reports to report on all the stored data in your CRM including accounts, contacts, tasks, activities, marketing campaigns and support cases.
How to Create Forecast Reports
Learn how to create Forecast Reports to track your CRM sales opportunities and manage your sales teams.