Knowledge Base
CRMSVALUE Knowledge Base
Welcome to the CRMSVALUE Knowledge Base. Here, you’ll find guides, FAQs, and tips to help you get the most out of your CRM experience. Whether you’re just getting started or need help with advanced features, we’ve got you covered.
Getting Started
- How to set up your CRMSVALUE account
- Configuring your company profile
- Adding your team and setting roles
- Importing existing leads and contacts
- CRM dashboard overview
Lead & Contact Management
- How to add, edit, and manage leads
- Lead scoring and qualification process
- Converting leads into deals
- Segmenting and tagging contacts
Deal & Pipeline Management
- Setting up sales pipelines
- How to move deals through stages
- Tracking deal performance
- Customizing deal stages
Email & Communication
- Connecting your email to CRMSVALUE
- Sending bulk emails and templates
- Tracking email opens and clicks
- Automated email workflows
Tasks, Reminders & Scheduling
- Creating and assigning tasks
- Setting reminders for follow-ups
- Using calendar and activity timelines
Automation & Workflows
- How to build automation workflows
- Trigger-based task and email automation
- Auto-assigning leads based on rules
Reports & Analytics
- Viewing sales and team performance reports
- Customizing report dashboards
- Exporting CRM data to Excel or PDF
Account & Security
- Changing your password
- Setting user permissions
- Two-factor authentication setup
- Managing API access tokens
Support & Troubleshooting
- How to raise a support ticket
- Common login issues
- Email not syncing – what to do
- How to update your billing information
