Documents

Overview

• PJM Relationship Management VS. CRM

Orientation

• CRM: Getting Started Manual

• CRM: Dashboard

• CRM: Regions and Sales Routes

Email Settings

• CRM: Merging Duplicate Contacts

• CRM: New User Office 365 Set Up

• CRM: New User Apple & Other Email

• CRM: New User GMAIL Set Up

• CRM: New Used Other Accounts

• CRM: Adding Email Signature

• CRM: Integrating GMAIL Accounts

• CRM: One-Page Email Guide

Administrative Settings

• CRM: Creating Users and Resetting Passwords

• How to Add a User to Proven CRM

Marketing Integrations

• CRM: Mailgun Integration

Videos

Please use UWRG Training Academy for additional video resources on Field Marketing

Franchisee Content