Getting Started with Results CRM

Steps and Resources for Post-Installation

After you have successfully installed Results, we recommend taking the following steps to prepare and customize Results for use within your company.

[table color=”blue”]

After Installing Results
Step 1 Add Results Users User Manuals
Step 2 Customize Your Lookup Tables Watch Video
Step 3: Import Other Contacts (as necessary) Watch Video

[/table]

[table color=”blue”]

Available Resources:
Review Training Videos
Sign into the Learning Center using your Client Login credentials
Learning Center
Register for Training
Register and attend our weekly public training classes to learn more about our product..
Select a Class
Stay Connected.
Stay up to date with news, enhancements, promos, and product release information.
Twitter

[/table]