Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates Phocas CRM
20:03 minutes total learning time
This module covers key CRM elements like activities, accounts, campaigns, and contacts—helping you and your team stay on top of customer management.
Phocas product
CRM 7 videos in this learning module
1
Add an activity in CRM
2:56
2
View and update accounts in CRM
2:56
3
View, edit and create campaigns in CRM
2:07
4
Manage contacts and leads in CRM
3:01
5
My Agenda in CRM
2:23
6
The CRM analysis dashboard
2:36
7
CRM account mapping
4:04
7 videos in this learning module
1
Add an activity in CRM
2:56
2
View and update accounts in CRM
2:56
3
View, edit and create campaigns in CRM
2:07
4
Manage contacts and leads in CRM
3:01
5
My Agenda in CRM
2:23
6
The CRM analysis dashboard
2:36
7
CRM account mapping
4:04
Add an activity in CRM
Learn how to add notes, log calls, schedule meetings, and track tasks for your CRM accounts, contacts, or leads. Assign them to team members, attach files, and include important details to keep everything organized.
Supporting documentation
View and update accounts in CRM
Learn how to quickly get an overview of your CRM accounts, refine your view to find specific ones, update details, and, if you have permissions, manually add an account.
Supporting documentation
View, edit and create campaigns in CRM
Learn how to view a list of all your CRM campaigns and drill down to check the status of associated activities, and how to create a new campaign.
Supporting documentation
Manage contacts and leads in CRM
Learn how to create contacts and leads, keep details up to date and convert leads into contacts.
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
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
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 