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Channel: General FAQs
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What is the Dashboard?

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What kind of goals can I create?

Goals can be created for an individual,a team, and company-wide. Goals can be created to win more money, win more deals, convert more leads, write notes, complete tasks, and more.

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What are shared documents ?

Shared documents are documents that can be accessed by all users. These can be templates or other important documents you wish everyone to see. You can upload shared documents by going to "Shared...

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How does CRMery work with emails ?

When you click on a contact or leads email address in CRMery your default mail client will be launched with the correct email address populated and also BCC your registered CRMery address. User email...

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What are goal leaderboards ?

Goal leaderboards give you a visual on the progress of a goal. When creating a goal check the "Create Leadeboard" checkbox.

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Cron Jobs

What is a Cron Job? Cron jobs are scheduled tasks that take place at predefined times or intervals on the server. Often, a cron job is a series of simple tasks executed from a script file. cPanel...

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