[Actually, I need help from YOU, here: I created this CRM for my own use back when I was looking for my next job. And I used this CRM to help me with sales prospecting when I had my own consulting company. It started as a simple means of tracking my contacts and searching through them. It has become much more! But, it's still no substitute for a production level site like SalesForce.com, SugarCRM, and the like. I'll admit I really didn't create this for others to use, but people have repeatedly asked me to share. And I'm happy to share. But, I don't have a lot of spare time to work on this CRM system for general use these days, hence I have not had the time to create the help pages you certainly could use. So, here's where you come in: Learn what you can from the tour page. Use the site to see if it's worthwhile to you. If it is worthwhile, consider helping others as I have helped you here: consider writing a help page or two and send them to me (Anthony Edwards – I'm in the CRM).I'll post here what you contribute so others can benefit from your knowledge. Below are some suggested topics that you could write up. Thanks! - Anthony]
Creating a new contact from scratch
Copying an existing contact to create a new one
Loading contacts from a spreadsheet (CSV file to Email->Import)
Searching for a Contact
Information in a Contact
Listing all companies (and number of known contacts there) via Contacts → Companies
Adding a note to the contact (Log an Activity)
Views of the same contact: Dash, Profile, Edit
Tracking activity with a contact (making them a prospect)
Setting a reminder for a prospect
Follow-up Views of Prospects: Old, Recent, Very Recent
Pending Follow-up Activity with Prospects
Today's Call Sheet for Prospects
Creating a Meeting Record
Meeting Notes after the Meeting
Searching for E-mails (Directory, Slueth)
Tagging Contacts with Flags to Create Groups/Lists
When a person changes jobs (starting a new, connected contact (via LinkedIn link))
Recording Referrals (sources) for a contact
Addnig a link to another contact when you Log an Activity (e.g. [[Anthony Edwards]])
Contact -
Prospect -
Customer -