Understanding the BigChange CRM - Video Tutorials

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