English Language - Help

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

Todd Collins avatar
38 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
Todd Collins avatar
Written by Todd Collins
Updated over a week ago

CRM Admin: Users

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

CRM Admin: Settings

Confirm and Customize Settings -- Industries, Competitors, Sales Stages & More
Todd Collins avatar
Written by Todd Collins
Updated yesterday

CRM Admin: Campaigns

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

Getting Started in First Freight CRM

How to use First Freight CRM
Todd Collins avatar
Written by Todd Collins
Updated over a week ago

Profile: Confirm Details

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

Profile: Change CRM Display Language

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

Profile: Password

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

How do I use First Freight CRM on Mobile?

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

How to CLAIM Companies that are "Inactive"

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

How does First Freight CRM work?

An introduction to the CRM that will change your game!
Todd Collins avatar
Written by Todd Collins
Updated over a week ago
FAQ's

FAQ: How do I Add a Task?

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

FAQ: How Do I Upload a Document?

Quick explanation of how to add a Document to a Company or Deal
Todd Collins avatar
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
Todd Collins avatar
Written by Todd Collins
Updated over a week ago

FAQ: Where is our data stored?

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

FAQ: What are Related Companies?

You may link Companies, Divisions and more under Related Companies
Todd Collins avatar
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
Todd Collins avatar
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!
Todd Collins avatar
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
Todd Collins avatar
Written by Todd Collins
Updated over a week ago

FAQ: As CRM Admin, how do I update the "Company Owner"

A brief explanation of how to edit the owner of a Company in CRM
Todd Collins avatar
Written by Todd Collins
Updated over a week ago

FAQ: How Do I Manage my Sales "Pipeline"?

Explanation of how to manage Deals in First Freight CRM
Todd Collins avatar
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.
Todd Collins avatar
Written by Todd Collins
Updated over a week ago

FAQ: Sales Dashboards

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