How to videos
Here are videos on how to use UGRU CRM for Financial Advisors:
How to customize classifications, keywords and sources (1:09)
Understanding groups and users (1:33)
How to setup your Dashboard (0:50)
How to use the CRM workflow (2:30)
How to setup your sales pipeline (1:03)
How to use the Operations Library (1:44)
How to upload documents (0:39)
How to find and use tagging codes for emails and letter templates (0:32)
How to import your contact database (1:07)
How to add a new contact (0:43)
How to use the Financial Planning Module (3:28)
How to use the accounting module (2:44)
Understanding your pending tasks (1:35)
How to setup your SMTP & API for your emails (0:45)