Setting Up Your CRM

Welcome to My Book CRM! CRM stands for Customer Relationship Management. It's a system that  allows you to manage business relationships and the data/information associated with them. My Book focuses on your Contacts, Leads and Business Contacts. It will help you keep contact details up to date, track every customer interaction, set reminders and manage opportunities among other things.

1. To get started you need to import your contacts

2. And categorize them

3. To go further you can learn how to manage the other modules of My Book