This set of documents are what we like to call a Knowledge Base. The aim is to make it easier for FT CRM users to understand how to use all the fabulous functionality. It is intended to be an internal resource to assist new users, improve efficiency and aid user adoption.
In today’s fast-paced, interconnected world, we don't want to wait to be helped. We want answers and we want them now. Even better, we want to find out the answers for ourselves!
This knowledge base is a self-service library of information for all your FT CRM needs.
FT CRM Knowledge Base is a dedicated space for all FT CRM users in order to get:
- Information regarding how to get started using FT CRM
- Practical examples of how to use FT CRM
- More use out of advanced features
- Tips on how to overcome common questions, problems or issues
This is a living document that will grow and develop over time. Check back regularly for the latest information and updates.
If you feel that something is missing or could be improved, feel free to contribute. You can have your say by commenting directly onto the page.
Get started with the basics and learn more about how Fast Track CRM works.
It's important to understand how to create new roles and how to set up new users to get you started.