Spotler CRM

Getting started Tips and tricks for beginners

Dashboard Highlight the data that matters to you

Accounts Fundamental data to use your CRM system

Contacts How to manage your contacts

Tasks The things you need to do

Activities How to add activities

Calendar View and prioritise your tasks, opportunities and activities

Reports Create and export your own custom reports

Tags Get an overview of certain tasks, accounts or contacts

Automations How to create automated workflows

Sales Manage Opportunities and Quotations

Marketing Build lists to segment and more

Service desk SLAs and cases

Settings Configure your account

Releases Check the latest release notes