OpenNetworks CRM
- Log In & Security Levels
- How to create logins and get access to functions.
- Searching on OpenNetworks CRM
- How to find the information you are looking for on OpenNetworks CRM.
- Contacts
- Change contact form view.
- Calls
- Using the calls feature efficiently
- Alerts
- What are Alerts and who gets them?
- Reminders and Schedules
- Setting up SMS and Email reminders and schedules.
- Groups
- Creating groups and adding contacts to them
- Bulk Emails
- Creating, composing and sending bulk emails using OpenNetworks CRM
- Bulk SMS's
- Sending individual or bulk sms's using OpenNetworks CRM.
- Unsubscribing contacts - Email and SMS
- How contacts are automatically unsubscribed and how to manually unsubscribe them.
- Importing & Exporting data
- Importing and exporting spreadsheets.
- Duplicate Contacts
- Finding duplicate contacts and dealing with them
- Calendar and Meeting Requests
- Using the shared OpenNetworks CRM calendar for meetings.
- Event Management
- How to manage an event or conference using OpenNetworks CRM
- Updating Contact Details
- Using the OpenNetworks CRM Contact Update feature and processing the updated contacts.
- Miscellaneous
- Interesting bits and pieces about OpenNetworks CRM
- Excel Formulae
- Here are a couple of excel formulae that will help to get data cleaned up and ready for importing.
