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Welcome to FieldNotes Basics!

We are excited to have you join our CRM revolution!

Getting Started

This section is to help you get started in using Fieldnotes Basics.

Here are some quick training videos to help with you getting started.

Here’s a Quick Video about CRM.

He are 2 videos to add contacts to your CRM. You can enter 1 by 1 or upload a file with multiple contacts (accepted files are CSV, XLSX or XLS).

You can integrate to your Google or Outlook calendar by simply navigate to your Profile (upper right corner). Navigate to Settings  and connect through authenticating your account. Once that is done, you can see all your appointments on your phone or desktop.

How to Connect your Calendar Fieldnotes Ai 

Monday (30 Minutes)
12pm – 12:30pm PST (Start time 1pm MST, 2pm Central, 3pm EST)
30 Minute session for New Member on-boarding or if you’re taking a look!

Thursday (30 Minutes)
11 am – 11:30am PST (Start time 12pm MST, 1pm Central, 2pm EST)
Introduction to the platform features, Demos of features,
Deeper dive into the campaigns, mass email, text, and Lead management.

Now that you are setup, you can start using your CRM to manage your client database, your follow-ups and do transaction management.  If you have any questions, please contact us in Chat or refer to the Support page.