System Admin

Sales in comma5 crm

Quick Setup

Basic overview of steps you need to follow for setting up and configuring your CRM.

How to add a user

Quick Video Instruction

Users and Roles

Meant for the person who administers users on your CRM. Overview of Users and Roles. Useful for adding, removing, renaming users and controlling what they can see/do in the CRM.


Website Integration with Comma5 CRM

Find out how to integrate your website with your CRM (Web2Lead, Web2HelpDesk).