Support Documentation

CRM

This is a tutorial on how to find the CRM dashboard. It can be located under the navigation menu.

CRM

Practice Details > Edit Practice

This is a tutorial on how to access and use the function "Edit Practice" under "Practice Details." It allows users to access practice information and make edits where necessary.

CRM

Practice Details

This is a tutorial on how to use the Practice Details feature in the software. This feature helps the selected practice record by fetching and updating missing or outdated information from integrated data sources, ensuring accuracy and completeness.

CRM

CRM > CRM Dashboard

This is a tutorial of how to use the CRM Dashboard in our software. Through this feature, users can quickly search and organize practices using the Search Bar or Filter Options, making it easy to navigate by name, specialty, status, territory, or practice type.

CRM