Proxima CRM End-user guide
Getting Started
General Information
See all 12 articlesManaging Institutions
- General Information
- Search and filter institutions
- View the Institution Card
- Before creating a new Institution
- Create a new Institution
- Create a Call from the Institution's card
Managing clients
- General Information
- Search and filter clients
- View the Client card
- Sending messages through different communication channels
- Before creating a new Client
- Create a new client
Managing Schedule
- Task Manager. Managing Existing Tasks
- Where to Find the Task Manager in the App
- Task Manager. Overview
- General Information
- Calls and tasks in the Schedule
- Create a New Call
FAQ
- How to reset data
- How to use the Proxima AI chatbot? (Instructions for using the Proxima AI chatbot)
- Instituition coordinate missing
- Can not create visit to company
- Unable to schedule a call. The client or company is archived
- First-time CRM login error