Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates CRM account mapping
4:04 min
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 Tags
Related video tutorials
CRM 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.
2:56 min
CRM 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.
2:07 min
CRM 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.
2:56 min
CRM 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.
2:23 min