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Articles and advice to get you up and running with Zurmo in minutes! Whether you are a new Zurmo customer or have just began with a free Zurmo trial these forum articles will get you off the ground.
What is CRM.me?
CRM.me enables you to run marketing, sales, and project management all from one solution. CRM.me is a revolutionary enterprise-grade CRM platform that integrates gamification for a truly engaging e...
Having lots of data is great, but finding the data you need is what's important. CRM.me provides a set of tools to help you find what's important and keep it found. Check out some of the features ...
Outbound Email SMTP
Configure the system outbound email SMTP settings in order to send outbound emails, workflow alerts, marketing campaigns, and system notifications. System Outbound Email Configuration (SMTP) The ...
How Do Free Trials Work?
Thanks for signing up for a CRM.me trail! We understand you may have questions about how the Free Trial works or how to convert your Trial to a full CRM.me subscription. We have created this list...
Logging into CRM.me is easy. Access the system URL in your web browser. Sign in using your username and password Username: enter your username. Password: enter your password. Keep me logged i...
Once you have your CRM.me instance up and running you will want to create new user accounts for your colleagues so that they too can begin to use the system. This tutorial will talk you through the...
How to Add More Users to Your CRM.me License
A basic tier of CRM.me License comes with 2 users. In case you want to create more users, you will need to upgrade your CRM.me license. See the instruction here for how to upgrade. Please note that...
The Import Wizard helps you import your records into the CRM step by step. The import tool requires a CSV (comma-separated value) file. Tip: It is best to import first your Account records, then ...