Getting Started – GoMaxCRM

Welcome to the GoMax Solutions Team! As you begin familiarizing yourself with your new GoMaxCRM account, we would like to jump-start you with some initial setup information! Below are some handy how-to articles from our knowledge base that will walk you through the first few set-up steps. Thanks for your business and remember to follow us on Facebook and Twitter for all the latest updates! PROFILE & SETTINGS  1: The first thing to check is your profile and your CRM … Continued

It’s your second day with GoMax – Let’s get some contacts imported! By now we hope that you have had an opportunity to have a quick run through the system and are more familiar with everything. If you haven’t read through the Getting Started guide, now would be a great time to do. In case you missed the link to the guide in our previous email, simply click here to go read it now. During your free trial period you … Continued

By now hopefully you have been able to get your Contacts imported and you have learned how to work with the Contact profiles to keep your information accurate. If you haven’t already started creating Tasks, now would be a great time to plug some in. We like to think of Tasks as one of the most powerful components within the GoMax CRM as it has been designed to help ensure you never miss something important. To begin the process of … Continued

Coming Soon…

You’re on the 10th day of your Free Trial: Just to recap. a little: At this point you should have your Contacts imported, Tasks & Reminders created, and hopefully some reference Notes created. You have probably noticed and come to expect the Daily Summary email that you receive each morning and as a result are now hopefully starting to realize the power of an effective CRM. The team at GoMax is working hard to constantly improve the platform and is … Continued