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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: Complete all fields carefuly. set your sender 00:12: emai...
  • 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 could be Members, Visitors, or Family 00:13: Make ...
  • 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 birthdays anniversaries or yard sites. 00:12: M...
  • Users and Roles

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