Category Archives: Help

Help Section

Reset / Change Password of Employee

Posted on July 14, 2010 by swiftcrm

Reset / Change Password of Employee Continue reading →

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Question: How to Retrieve Names We've Called

Posted on June 11, 2010 by swiftcrm

How to Retrieve Names We’ve Called – Help file – sort by call-attempt for leads management when working with dialer campaigns. Continue reading →

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How to Create Forms & iSignature Docs & Doc-Templates

Posted on May 26, 2010 by swiftcrm

Overview of SwiftCRM’s document system, which includes iSignature electronic signature. This is often used for sales prosposals, invoices, intake forms, hiring procedures, etc. Continue reading →

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Why Webmail is Better

Posted on May 16, 2010 by swiftcrm

Why Webmail is Better – Solve email sync issues, work smarter. Continue reading →

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Switch to SwiftCRM

Posted on May 12, 2010 by swiftcrm

How to reduce your CRM costs, increase ROI, increase functionality by switching to SwiftCRM, your instant sales dashboard and company intranet. Continue reading →

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CSV Import

Posted on April 30, 2010 by swiftcrm

How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software. Continue reading →

Posted in Help, Sales Leads | 1 Comment

How to Cancel a Product Subscription

Posted on April 6, 2010 by swiftcrm

Canceling a Subscription to a Product Requires Two Steps: We’ll cancel your subscription upon your request, but you need to login to paypal to ensure paypal doesn’t send us future payments! It’s easy. Canceling on our side, and canceling on … Continue reading →

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Help >> Subscription Expired

Posted on March 30, 2010 by swiftcrm

How to fix a “Subscription Expired” message so it doesn’t happen again. Continue reading →

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Problem: Autoresponder Sending with Wrong Account Info

Posted on March 4, 2010 by swiftcrm

Problem: Autoresponder Sending with Wrong Account Info: Solution: Be sure 2 settings are correct; one within Admin >> General Settings (outgoing email SMTP or Gmail Account), and that the Autoresponder Message is set to “My Pipeline Only” Continue reading →

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Lead Posting Code Example

Posted on January 28, 2010 by swiftcrm

Here’s yet another example of the code required to post leads directly into SwiftCRM: Continue reading →

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