Video Tutorials

Install ConvallisCRM Installation guide for ConvallisCRM

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System Configuration Initial set up of ConvallisCRM

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Client Details Set up your company information, add your logo etc this can go on documents such as as despatch or quote emails plus any other details such as your company number or vat information. Use this guide to help you.

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Import Data Import your existing electronic data using the data import tool provided. This guide will show you how.

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Create a contact How to create a contact using ConvallisCRM.

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Adding Associated Files Save time finding that important file or folder linked to your contact. Using the associated files/folders option in ConvallisCRM this can easily be acheived. This guide will show you how.

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Search Contacts Can't find a particular contact? How do you find the contact or group of contacts you require? Use the search functions in ConvallisCRM to find your individual contact or group of contacts. This guide will show you how.

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Maintain Workflow Steps It's always good business practice to have a structure when it comes to dealing with customers. ConvallisCRM's workflow steps can help you create this structure for the business processes that you use. This guide will show you how.

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