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New to COFFEE CRM? This is your on-ramp. These articles walk you through your first logins, profile setup, the mobile app, and the essentials every user should know before doing anything else.
Articles
Welcome to COFFEE CRMAn introduction to COFFEE CRM and what you can accomplish with your new revenue system.
Your First 30 Minutes in COFFEE CRMThe essential first steps to set up your COFFEE CRM account correctly.
Understanding the Main NavigationA breakdown of the main menu and where to find key features in COFFEE CRM.
Updating Your Personal ProfileSet up your personal user profile, change your password, and add your email signature.
Completing Your Business ProfileConfigure your company name, address, timezone, and logo in the Business Profile.
Installing and Using the Mobile AppGet the mobile app to reply to leads, view calendars, and manage contacts on the go.
Connecting Your Essential Business AccountsLink your social media, Google Business, and payment accounts to your CRM.
How to Request COFFEE SupportHow to reach out to our human support team when you need assistance.