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Getting Started, FAQ's - How to use First Freight CRM

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36 articles in this collection
Written by Todd Collins
Getting Started

CRM Admin: Locations

Step one: in the Admin section, choose LOCATIONS and add your Stations, Branches, Offices and Warehouses
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Written by Todd Collins
Updated over a week ago

CRM Admin: Users

Step two: add your CRM users, assign them to a Location
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Written by Todd Collins
Updated over a week ago

CRM Admin: Settings

Confirm and Customize Settings -- Industries, Competitors, Sales Stages & More
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Written by Todd Collins
Updated over a week ago

CRM Admin: Campaigns

Marketing campaigns drive conversion of companies and deals
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Written by Todd Collins
Updated over a week ago

Profile: Details, Password, Sync

After logging-in for the first time, confirm your details, change password and sync email
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Written by Todd Collins
Updated over a week ago

Profile: Change CRM Display Language

Change the CRM Display Languages. 26 Languages available!
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Written by Todd Collins
Updated over a week ago

Profile: Confirm or edit Time Zone

Explanation of how to change Time Zone and other Profile information
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Written by Todd Collins
Updated over a week ago

Profile: Password

Quick explanation of how to Change Password in First Freight CRM
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Written by Todd Collins
Updated over a week ago

Profile: Sync

A brief explanation of how to sync your Outlook, O365 or Gmail and manage your Calendar activities
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Written by Todd Collins
Updated over a week ago

CRM Sales Workflow: Companies

Quick explanation of how to add a Company (and a Contact) in First Freight CRM
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Written by Todd Collins
Updated over a week ago

CRM Sales Workflow: Deals

Explanation of Deals and "Lanes" and how to manage them in First Freight CRM
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Written by Todd Collins
Updated over a week ago

CRM Sales Workflow: Lanes

Explanation of how multiple lanes may be added to any deal in First Freight CRM.
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Written by Todd Collins
Updated over a week ago

CRM Sales Workflow: Events

Quick explanation of how to add "Events" like calls and meetings and do Call-Planning in First Freight CRM
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Written by Todd Collins
Updated over a week ago

Reports in First Freight CRM

A Brief Explanation of the Reports & Filters built into First Freight CRM
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Written by Todd Collins
Updated over a week ago

First Freight CRM Mobile

Brief description of how to use First Freight CRM on mobile devices.
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Written by Todd Collins
Updated over a week ago

FAQ: How do I CLAIM "Inactive" Companies?

Companies go to Inactive list if no Activity for 6+ months. Good source of new leads!
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Written by Todd Collins
Updated over a week ago

How does First Freight CRM work?

A video demo of the CRM for Logistics that will improve your game!
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Written by Todd Collins
Updated this week
FAQ's

FAQ: GDPR

First Freight CRM is GDPR Compliant, at home in the EU
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Written by Todd Collins
Updated over a week ago

FAQ: How do I Add a Task?

Short video describing Tasks and how to add in First Freight CRM
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Written by Todd Collins
Updated over a week ago

FAQ: How do I upload and manage Documents?

Quick explanation of how to manage documents in First Freight CRM
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Written by Todd Collins
Updated over a week ago

FAQ's: Integrations - Upload Capability

A Brief Explanation of First Freight CRM's Integration Capability
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Written by Todd Collins
Updated over a week ago

FAQ: How do I run a DEALS Report?

Brief description (and video) of how to view your sales pipeline using the DEALS Report in First Freight CRM
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Written by Todd Collins
Updated over a week ago

FAQ: Where is our data stored? Is it secure?

Description and locations of First Freight CRM data centers worldwide
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Written by Todd Collins
Updated over a week ago

FAQ: What are Related Companies?

You may link Parent Companies, Sister Companies and Subsidiaries on the Related Companies tab.
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Written by Todd Collins
Updated over a week ago

FAQ: How Do I Edit my Sales Data?

Explanation of how to add and edit data in First Freight CRM
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Written by Todd Collins
Updated over a week ago

FAQ: First Freight CRM Mobile

Use First Freight CRM on your phone and tablet to save time and manage sales activities from anywhere!
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Written by Todd Collins
Updated over a week ago

FAQ: How can I search for Companies outside my country?

A Brief Explanation of "Global Company Lookup" in First Freight CRM
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Written by Todd Collins
Updated over a week ago

FAQ: How do I update the "Sales Owner" of a Company?

A brief explanation of how to edit the "sales owner" of any Company in First Freight CRM
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Written by Todd Collins
Updated over a week ago

CRM Admin: Change Sales Rep on a Deal

A brief explanation of how to change "owner" of any deal to a different Sales Rep.
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Written by Todd Collins
Updated over a week ago

FAQ: Sales Dashboards

Explanation of the Sales Dashboards built into First Freight CRM
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Written by Todd Collins
Updated over a week ago

FAQ: What Are "Sales Teams" in First Freight CRM?

Explanation of how to use Sales Teams to communicate and collaborate around a Deal or a Company
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Written by Todd Collins
Updated over a week ago