- Sync one-off emails in eduCRM with the Outlook Add-in
- Navigating your eduCRM account
- Connect your email account to eduCRM
- Add the Outlook Add-in
- Install Gmail Chrome Extension for Desktop/Laptop Access
- Install eduCRM mobile app
- How to create a task for a prospect in your pipeline
- Deal Scoring
- How can deal owners only see deals assigned to them?
- How do I assign tasks for others?
- How do I trigger an automation to run when a task is completed?
- Can I attach files to a deal or contact?