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Introductory offer: $0 setup and free migration from your current CRM(for a limited time)See pricing

Ferrylend

Using Ferrylend

Owner and admin setup

Set up the organization, users, visibility, pipeline, lead sources, custom fields, templates and imports before the team starts.

12 lessons About 68 minutes For owners and managers

0 of 12 lessons complete

Start: Set up your organization profile

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  1. 1Set up your organization profile 6 min
  2. 2Add users and send invites 5 min
  3. 3Decide who sees which records 5 min
  4. 4Pipeline settings: pricing lock and automatic conditions 6 min
  5. 5Lead sources and contact lists 6 min
  6. 6Add custom fields 5 min
  7. 7Set up decline reasons 4 min
  8. 8Email templates and senders 7 min
  9. 9Import your book of business 8 min
  10. 10Commission defaults and rep splits 7 min
  11. 11Your plan and features 3 min
  12. 12The audit log and sensitive data 6 min