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I am new to OpenCRM is what should I do first?

Updated: 24 May 2022 15:53:24 OpenCRM::Home OpenCRM::Settings

There are a number of resources that you can use to help get under way with your OpenCRM journey, however, as a first pass there are three documents that are worth taking a look at, these are listed below.

New System Tips will walk you through the first things you might want to consider when configuring your new system.

Quick Reference Guide will take you through what things you will want to familiarise yourself with to help you get used to using OpenCRM. 

V4 User Manual takes you on a grand tour of the system!

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