Knowledge Base | SuperOffice Community

Knowledge Base

for SuperOffice CRM Online

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Getting started for users:	Getting started for administrators:	E-mail and document integration:
Guides for new users Playlist for Standard CRM [video] Playlist for Sales [video] Playlist for Marketing [video] Playlist for Service [video] How to find eLearning [FAQ]	Guides for new administrators Playlist for setting up [video] Import customer data [help] [video] How to add a new category and other list items [help] [video] How to add new users [learn] [video] How to change field labels How to create a new document template [help] [video] How to create a sales guide How to set up SuperOffice Quote Management	How to install web tools on PCs to get Outlook and document integration [FAQ] How to configure the SuperOffice mail client for users who use Mac, Gmail, Hotmail etc. [FAQ] How to install document integration for on a Mac [FAQ] Can we connect more than one e-mail client to SuperOffice? [FAQ] Will all my colleagues get access to my inbox e-mail when I connect e-mail to SuperOffice? [FAQ]

Learn the basics:	Tips’n tricks and best practices:	SuperOffice on your mobile and tablet:
How do I handle contacts and companies in SuperOffice CRM? How to handle contacts and companies in SuperOffice Service? How do I create activities, documents and emails? How do I use the diary? How can I manage my sales in SuperOffice? How do I send a mailing? How can I use the Home screen to access requests? How do I handle requests in SuperOffice Service?	6 tips for ensuring user adoption in CRM How to adjust your CRM system to support your business A CRM routine guide - your secret weapon to CRM success Learn how to use your Diary and be in control of your schedule Easily measure sales performance using these 4 selections Reduce clicks - configure the mini card Work smarter in Service with shortcuts More tips’n tricks	Quick guide for Pocket CRM [FAQ] Install and set up Pocket CRM [FAQ] Other Pocket related FAQs How to check your sales pipeline on your smartphone [video] How to copy contacts from Pocket CRM to the contact app on your phone [video] What´s new in SuperOffice Pocket CRM version 7.6 Login to Compact Mode and access SuperOffice Service on your smart device

Self-service and support:	Support center and other resources:	Read our renowned CRM blogs:
Learn the Essentials FAQ base Video center Help files for users Help files for administrators Help files for Service administrators Resource center	Local events System requirements SuperOffice Online status Support center	5 important people you absolutely need for CRM success 7 ways to provide “best in class” customer service Mobile CRM app: 5 ways to increase sales productivity Top 10 Most Read SuperOffice Blog Posts in 2015 The Science Behind Email Open Rates (and How to Get More People to Read Your Emails) More insightful blogs

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