Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates Phocas CRM
24:17 minutes total learning time
Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.
Phocas product
CRM 11 videos in this learning module
1
The 4 activity types
2:06
2
View all activities
3:01
3
Add a phone log
0:57
4
Add a meeting
3:02
5
Add a note
1:50
6
Add an activity directly from Phocas Analytics
1:09
7
Create a contact
1:41
8
The CRM analysis dashboard
2:36
9
My Agenda in CRM
2:23
10
Create tasks for multiple customers
1:18
11
CRM account mapping
4:14
11 videos in this learning module
1
The 4 activity types
2:06
2
View all activities
3:01
3
Add a phone log
0:57
4
Add a meeting
3:02
5
Add a note
1:50
6
Add an activity directly from Phocas Analytics
1:09
7
Create a contact
1:41
8
The CRM analysis dashboard
2:36
9
My Agenda in CRM
2:23
10
Create tasks for multiple customers
1:18
11
CRM account mapping
4:14
The 4 activity types
This video provides an introduction to the different types of ‘activity’ (business note, phone log, task and meeting) that can be added against an account in Phocas CRM.
Supporting documentation
View all activities
Learn how to view all activities quickly and easily in Photos CRM. See as a list, or switch to calendar to view by week, month or narrow down to just one day.
Supporting documentation
Add a phone log
In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM.
Supporting documentation
Add a meeting
Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar.
Supporting documentation
Add a note
Learn how to add a business note, including an attachment, to an account in Phocas CRM.
Supporting documentation
Add an activity directly from Phocas Analytics
In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point.
Supporting documentation
Create a contact
Learn how to add new contact to an account in Phocas CRM.
Supporting documentation
The CRM analysis dashboard
Learn about the benefits of setting up a simple CRM dashboard in Phocas. Combine data from your CRM database with sales results for a bird’s eye view of the value that your activities are generating.
Supporting documentation
My Agenda in CRM
Learn how to get the most out of the My Agenda feature, to stay organised and keep CRM up to date.
Supporting documentation
Create tasks for multiple customers
Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.
CRM account mapping
The CRM mapping tool provides a simple way for administrators to push customer data into Phocas CRM, as accounts, without the need for scripts or extensive prep work.
Supporting documentation
Phocas product
CRM 