Home Academy Video tutorials

Add an activity in CRM

2:56 min
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

Phocas product
CRM CRM
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

View and update accounts in CRM
CRM 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
View, edit and create campaigns in CRM
CRM 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
The CRM analysis dashboard
CRM CRM

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.
2:36 min
Manage contacts and leads in CRM
CRM CRM

Manage contacts and leads in CRM

Learn how to create contacts and leads, keep details up to date and convert leads into contacts.
3:01 min