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Getting Started

  • Getting Started
  • CRM
  • Special Dates
  • Templates
  • Workflows
  • Embed Forms
  • Notifications
  • Billing
  • Legal & Security
  • more_horiz
    • Getting Started
    • CRM
    • Special Dates
    • Templates
    • Workflows
    • Embed Forms
    • Notifications
    • Billing
    • Legal & Security
  • Set up Organization Profile

    00:00: Welcome to maggenCRM! Let’s get your account ready in minutes.

    00:04: Go to Settings and then click on Organization Profile

    00:08:…

  • Set up Types of Contacts

    00:00: Welcome to maggenCRM!

    00:02: Go to Settings and then click on Types of Contacts

    00:06: Now, let's set up the types of contacts.

    00:09: It…

  • Set up Types of Special Dates

    00:00: Welcome to maggenCRM!

    00:02: Go to Settings and then click on Types of Dates

    00:06: Now, let's set up the types of dates.

    00:09: It could be…

  • Users and Roles

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