FuneralDecisionsCRM

Welcome

Welcome to FuneralDecisionsCRM. We have developed a "Follow Along" training process for you to easily learn your new system in about 20 minutes. You will also find various other training videos to help you get the most from your system. These videos are also available in the system.

FuneralDecisionsCRM

Initial Training

Before you use the FuneralDecisionsCRM system, you will need to go through our "Follow Along" training. This video will cover how to use the system, initial setup and a couple of other features.

Begin Training

Mobile Training

For some users, the mobile phone
will be their primary way of accessing the system. Please go through these videos to help you add it to your phone, along with navigating around.

Mobile Training

Access The System

Once you've gone through the initial training you can access the system directly.




Login
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Training Video

Basics
  1. Initial System Overview
  2. Add A New Contact
  3. Add A Note
  4. Add A To-Do
  5. Add An Appointment
  6. Send An Email
  7. Print A Letter/Envelope/Mail Label
Working With Groups
  1. Work Group Overview
  2. Filtering Contacts
  3. Send An Email To A Group
  4. Print A Letter/Envelope/Mailing Labels For A Group
Email & Letter Library
  1. Creating A Standard Email or Letter Template
  2. Creating HTML Templates
  3. Downloading Shared Templates
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Mobile Training Videos

Using the Mobile App - Easy URL: m.fd-crm.com
  1. Adding FDCRM to iPhone
  2. Adding FDCRM to Andriod
  3. Mobile App Overview
  4. The Contact Record Overview
  5. Add a Contact, a Note and a Follow Up/Appointment
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