LogixCRM
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  • 👋Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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Welcome!

NextAbout LogixCRM

Last updated 2 years ago

Welcome to the LogixCRM!

Do you feel that managing tons of information about your clients and connecting them to your business activities are somewhat effort-taking and lousy?

Worry not! Let the LogixCRM help you out.

About this user guide

Collaboratively managing customers with your LogixCRM has never been way more plain sailing for your business than now. Organizing customer information can no longer be a headache or a mess for you.

This guide provides a starting point to help you operate your LogixCRM and maintain a bunch of customer data smoothly and optimally. From perspectives of different roles, this guide also provides instructions to assist you in running the LogixCRM, arranging data per your needs, implementing tasks, and minimizing manual grunt work.

The following chapters are included in this user guide.

LogixCRM Basics
Getting Started with Administration
Management and Customization
Operations
Sales and Marketing
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