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Archive for the ‘How To’ Category

4 easy steps to set up your CRM

Written by george on Tuesday, July 20th, 2010

We think Tactile CRM is one of the easiest CRM software systems there is, its such a really simple sales tool that we think you can get your users up and running with this list of 4 simple steps:

  1. Choose a secure password
  2. Subscribe to your Tactile CRM activities with your favourite calendar tool – it works with everything from Outlook to Google Calendar, iCal and everything in-between!
  3. Customise your dashboard to show the information you are interested in
  4. Add your drop box to your email client so that your emails appear in Tactile CRM

That’s all there is to it, you can even skip 2-4 if you want!

Do you have any ideas or tips that you give to your users? Just let us know and we’ll update the list.

How to capture web leads directly into Tactile CRM

Written by admin on Tuesday, October 13th, 2009

Tactile CRM has a built in tool for you to easily add a web form to your website so you can capture leads and customer data directly into Tactile CRM. Check out the 30 second video below on how to set it up, or scroll down to see more information:

Setting Up A Web Form

Setting up a web form in Tactile CRM is easy. Login as an admin user, visit the admin section and chose the ‘Configure Tactile CRM Web Form’.

You’ll need to choose which values you want to capture and make sure you tick the ‘Enable Web Form’ box to turn this feature on.

Web Form Setup

Click save and copy the code Tactile CRM gives you into your website and start collecting leads from your website. Check out our website to see a web form in action

How do I subscribe to my activities in Google Calendar/GCal?

Written by admin on Tuesday, October 6th, 2009

Tactile CRM provides an iCal feed you can subscribe to in your favourite calendar application. These instructions show how to easily add your events to Google Calendar where they will be automatically kept up to date:

  1. Sign into Tactile CRM, visit your preferences, and under ‘External Access’ copy your ‘Calendar URL’, if you don’t already have one you can click the button to automatically generate it
    Find your iCal Feed
  2. In your Google Calendar simply click the add button (on the left hand side, under ‘Other Calendars’) and then the ‘Add by URL’ link
    Add a calendar to GCal
  3. In the pop up window, paste the calendar URL from (1), click ‘Add Calendar’ and you events will be pulled through to Google Calendar and kept up to date.
    Subscribe to your iCal Feed

Google Calendar does not currently deal with ‘ToDo Items’ so only events that are added in Tactile CRM will appear in Google Calendar

Google Calendar will periodically update with the latest changes from Tactile CRM, and events other people assign to you will also show up in your iCal feed/Google Calendar.