Welcome to FieldNotes Basics!
We are excited to have you join our CRM revolution!
Getting Started
Here are some quick training videos to help with you getting started.
Here’s a Quick Video about Fieldnotes.ai 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.
Have access to your CRM on the go.
- For iOS link here>>https://apple.co/2sQlLXW
- Link in the Google App Store. https://play.google.com/store/apps/developer?id=Field+Notes+Ai&hl=en&gl=US
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.
Take a look at the following training videos and articles:
- Dashboard – Fieldnotes Ai Customer Engagement Dashboard
- Generation View
- Mass Edit & Custom Reports
- Categorize with Custom Tags (Groups and Spheres) and Custom Multi-select Drop-downs
- Engagement Reports
- Manage Leads/My Leads
- Transactions/manage/filters/sales tracker
- Tasks
- Task Daily Reminders
- Touchpoints
- Integration to third-party platforms including Zillow, Facebook, Realtor.com, Zapier
- Website integration available with Contact Form.
- Chat Support within office hours.
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.
