CRM

General

• What is CRM?
• How do I access CRM?
• Who can view my leads, customers, campaigns, reports, etc? (Sharing Settings)
• How do I save a filter?
• How do I handle duplication?
• Email and SMS Blast Terms of Use

Leads

• How do I qualify/unqualify a lead?
• What is a Lead?
• How do I add a lead?
• How do I qualify a lead to an existing customer?
• How do I merge duplicate leads?

Customers

• What is a Customer?
• How do I add a customer?
• How do I update bulk customers?
• How do I share my sales kit to customers?

Opportunities

• What is an Opportunity?
• How do I add an opportunity?
• How do I create an appointment?

Campaigns

• PropertyGuru Lead Submission
• How can I track my print media advertising?
• What is a campaign and channel?
• How do I create a campaign?
• How do I create a form?
• What is Submissions?

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Credit Check on MHub CRM

• Who can view or perform Credit Check functions?
• Credit Check Status
• Credit Check Rates
• Steps to perform Credit Check on MHub CRM
• Run Credit Check on Customer Profile

MHub Chat

• What is MHub Chat?

Settings

• How do I configure call tracking numbers?
• What are fields and how do I customise them?
• How do I configure an auto-assignment?
• How do I automate email notifications to assignees?

Tips & Tricks

• How to close more sales

Lead for Tech Developers

• Submissions API