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Getting Started
Getting Started
CRM
Special Dates
Templates
Workflows
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Notifications
Billing
Legal & Security
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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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