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We understand what you need and will guide you from set up through training. The software set up takes the Full Spectrum CRM product and adapts it for the way your business works. This includes logo, forms set up, suppressing certain features from being seen by various users, or perhaps all users; re-arranging screen layouts, adding and deleting fields, changing field names, and editing the options presented on drop-down boxes.
The
items that can be customized during the set up can be viewed
here. Additional set up time can be purchased at the rate
of $85 per hour.
Training is available at $125 per user and is done via telephone, taking approximately 1 ? hour per user. We recommend that training be provided to one office staff member who then becomes your in house Full Spectrum CRM expert, who can then train additional members of your staff. Of course we are always available if you have questions.
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