Understanding the BigChange CRM - Video Tutorials

  • Updated

This article provides a comprehensive video tutorial library of the various features of BigChange's Customer Relationship Management (CRM). It is designed to help users understand and utilise the software's functionalities effectively.

 

CRM - Contact

Contact Approaches Credit Limit Alert

 

Contact Expiry Date

 

Person Custom Fields

 

Contact Person Import

 

Default Job Contacts & Secondary Persons

 

Job Group Templates & Contact Group Templates

 

Note Flag Column In Contact

 

CRM - Financial

Alert - Quote Expiry

 

Setup & Syncing

 

Syncing Invoices, Credit Notes & Purchase Orders

 

Contact Approaches Credit Limit Alert

 

Expenses

 

Notes

 

On Time Payment & Quote Acceptance Alert

 

Payment Overdue Notification

 

Predefined Invoice Items With Linked Worksheets

 

Quote Acceptance

 

Rates Across Multiple Time Periods

 

Sales Opportunities

 

Recurrence Patterns

 

CRM - Notes

Notes

 

Notes Part 1: Configuring Notes

 

Notes Part 2: Creating Notes

 

Notes Part 3: Daily Note Workflows, Alerts & Reports

 

Add Attachment Links To Note Dialogue

 

Duplicate Notes

 

Out Of Office System

 

Outlook Add-In

 

Real-Time Note Comment

 

Live Tutorials

CRM

 

CRM Notes