First Freight CRM

Overview for users logging-in for the first time.

Welcome Aboard your New CRM

Getting Started in First Freight CRM

Getting Started in your Free Trial of First Freight CRM

Free Trial - Welcome Aboard

Overview of Sales Teams in First Freight CRM.

How to use Sales Teams to Collaborate

Explanation of CRM Admin and how to get started in First Freight CRM.

CRM Admin - Set-up & Tour

Step one: in the Admin section, choose LOCATIONS and add your Stations, Branches, Offices and Warehouses

CRM Admin: Locations

Step two: add your CRM users, assign them to a Location

CRM Admin:  Users & User Roles

Confirm and Customize Settings -- Industries, Competitors, Sales Stages & More

CRM Admin:  Settings

Global and Local Campaigns in First Freight CRM help drive conversions of Companies and Deals

Campaigns

After logging-in for the first time, confirm your details, change password and sync email

Profile: Details, Password, Sync

Change the CRM Display Language to Chinese, Spanish + 25 more

Profile: Change CRM Display Language

Explanation of how to change Time Zone and other Profile information

Profile: Confirm or edit Time Zone

Quick explanation of how to Change Password in First Freight CRM

Profile:  Password

A brief explanation of how to sync your Outlook, O365 or Gmail and manage your Calendar activities

Profile: Sync

Activity on Main Navigation Menu shows upcoming Calls, Meetings, Tasks...summary of scheduled activities help get deals moving!

Activity

Quick explanation of how to add a Company (and a Contact) in First Freight CRM

CRM Sales Workflow: Companies

Explanation of Deals and "Lanes" and how to manage them in 
First Freight CRM

CRM Sales Workflow: Deals

Explanation of how to add/edit/delete LANES on any deal

All about LANES in First Freight CRM

A brief explanation of how to view your Deals

Active vs. Inactive Deals

Quick explanation of your Calendar and how to add "Events" like calls and meetings in First Freight CRM

CRM Sales Workflow: Events

A Brief Explanation of the Reports & Filters built into First Freight CRM

Reports in First Freight CRM

Brief description of how to use First Freight CRM on mobile devices.

First Freight CRM Mobile

Todd Collins

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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