Getting started with MiniCRM

1. Set a relevant terméke and give the basic information.
2. Set the fields that you will need later in your termékes.
3. If you would like to manage other processes besides sales, create the necessary statuses.
4. Import your database.
5. Create email templates.
6. Create filters that you would like to use for mass email sending or reports.
7. Set the follow-up sequences.
8. Invite your colleagues to the system and let’s start.