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  How To Export Contacts From Outlook? (KB10000010)
1. Select File | Import and Export... from the menu. 2. Make sure Export to a file is highlighted. 3. Click Next >. 4. Now make sure Comma Separated Values (Windows) is selected. 5. Click Next > again. 6. Highlight ...
  How Do I Logout From Crm Boost? (KB10000022)
To log out simply click "LOG OUT" on the upper right hand corner of your window. ...
  How Do I Create Or Update My Signature For Emails? (KB10000025)
1. To create a signature file click on Setting and Option tab. 2. Click on SIGNATURE 3. Create your signature 4. Click SAVE when done. NOTE: When creating an email campaign, add {signature} tag at the end ...
  I Get Sent Back To The Log In Page When I Click The Back Arrow On My Browser? (KB10000034)
Do not click the Back arrow button on the Browser while using CRM Boost. Clicking the Back button on the web browser or pressing the Backspace button will send you back to the Log In screen. Simply click the forw ...
  How To Add Contacts? (KB10000044)
Contacts are part of leads, accounts, and Vendors. To add more contacts to one of the above elements, follow these steps: 1- Simply locate the lead, account or vendor. 2- In the details page, locate the sub ...
  How Do I Log In To My Account? (KB10000046)
To log in to your CRMBOOST account go to http://www.crmboost.com and click "Sign In" on the upper right. Sign in with your username (your email), and password. ...
  I Forgot My Password, How Do I Recover It? (KB10000047)
1. Go to http://www.crmboost.com 2. Click Sign In on the upper right. 3. Click "Forgot Password". 4. Enter your username which is your email address. 5. Click Submit. Your password will be reset and an ...
  Getting Started Tutorial (video) (KB10000052)
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  How To Change My Company Logo On Crmboost? (KB10000062)
1. Click the Setting and Administration tab on the top. 2. Scroll down to Header Logo section and click BROWSE 3. Locate your logo file. (Must be an image format of JPG, GIF, or PNG) 4. Click Upload ...
  How To Remove Activities From My Dashboard? (KB10000063)
In the Follow Up Reminders view in the Dashboard: 1. Click the activity you wish to remove. 2. This will take you to the related lead, account, vendor, opportunity or case. 3. Scroll down to the Activities s ...
  How To Delete A Follow Up Activity? (KB10000079)
1. Locate on your dashboard the Follow Up Reminders View box. 2. Locate and click the activity you wish to delete. 3. This will take you to the related Lead, Account, Vendor, Opportunity or Support Case detail ...
  How To Close A Follow Up Activity? (KB10000080)
1. Locate on your dashboard the Follow Up Reminders View box. 2. Locate and click the activity you wish to close. 3. This will take you to the related Lead, Account, Vendor, Opportunity or Support Case detail ...
  How To Reschedule A Follow Up Activity? (KB10000081)
1. Locate on your dashboard the Follow Up Reminders View box. 2. Locate and click the activity you wish to reschedule. 3. This will take you to the related Lead, Account, Vendor, Opportunity or Support Case de ...
  How To Reassign A Follow Up Activity? (KB10000082)
1. Locate on your dashboard the Follow Up Reminders View box. 2. Locate and click the activity you wish to re-assign. 3. This will take you to the related Lead, Account, Vendor, Opportunity or Support Case det ...
  Can I Delete A Closed Follow Up Activity? (KB10000083)
No, once a follow up activity has been closed, it cannot be deleted. It can only be deleted and/or modified while it's still opened. This ensures proper logging of chronological activities and accountability. ...
  How To Export Customer List From Quickbooks? (KB10000103)
Open QuickBooks on your computer. You must switch the program to single-user mode. This restricts the file access of any other user. If anyone else is working on this company file, have him/her close the ...
  What Is The Dashboard? (KB10000114)
The dashboard give you an overview of everything that you are currently working on. It displays snapshots of information about each module in boxes called views. Each view will display real time information an ...
  How To Create Hyperlink Using An Image? (KB10000126)
1. If you do not have an image save, proceed to insert an image. 2. Click to select the image that will have the hyperlink. 3. When image is selected, right click and choose Image Properties . 4. I ...
  How To Create Hyperlink Text? (KB10000127)
To create a text with hyperlink, type the text which you wish to convert into hyperlink. for example "CLICK HERE" Highlight the text and click the hyperlink logo on top. Insert the complete URL and select how ...
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