Interactive service hub
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Customizable training kit
CRM for Phones and Tablets User's Guide
Install the CRM for phones app
Install the CRM for tablets app
eBook: Intro to business processes
eBook: Customize a business process
Business process templates
Create a new business process
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Create a new task flow
eBook: Import contacts into CRM
Import accounts, leads, or other data
Set up duplicate detection rules to keep your data clean
More data management topics ...
CRM App for Outlook User's Guide (new lightweight app)
CRM for Outlook User's Guide (full app)
Sync with Outlook or Exchange FAQ
Run a report
Share a report with others
eBook: Create and customize dashboards
Get a list of available reports
Interactive Service Hub dashboard
Analyze your data using Power BI
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