Setup and configuration
1.Getting Help and Support
2.Let us know how we can improve ProCRM
3.Multi-Factor Authentication on ProCRM
4.User Guides
5.Saved Searches
Users and permissions
1.Setting Up A New User & User Permissions
2.User Groups
3.User Permissions (View Changes)
4.Deleting a user
5.Messages
Managing leads
1.Searching Leads
2.Bulk Actions
3.Statuses
4.Assigning or Distributing a User's Leads to Another User
Appointments
1.An introduction to Appointments
2.Getting started with Appointments
3.How to change appointment rules
4.Create a new appointment type
5.Create an appointment from a lead
Introducers and partners
1.How to Set Up a Partner
2.A Partner Settings
3.Lead Distribution to Referral Partners
4.Notify a partner by SMS or Email
5.Partner Referral Setup
Insights and reports
1.An introduction to ProCRM Insights
2.Open ProCRM Insights from ProCRM
3.An introduction to Funnels
4.Edit the name of an existing report
5.Edit an existing report