SmartCRM — Client Training

Learn every feature of SmartCRM in 5 short modules

Step-by-step screens cover everything from first login to AI-powered call audits. Built so a brand-new team member can ramp in one afternoon.

🚀 Onboarding 🎯 Lead Lifecycle 💬 WhatsApp 🤖 Automation & AI ⚡ Daily Ops

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Module 1 · 🚀

Onboarding Basics

Login • Users • Statuses • Sources • Tags • Custom Fields

Set up your CRM in 6 quick steps. Get every base config right so the rest of the tutorial makes sense.

STEP 1Slide 2 / 55

MODULE 1 · STEP 1

STEP 2 · USERS & ROLESSlide 3 / 55

MODULE 1 · STEP 2 · USERS & ROLES

STEP 2 · USERS & ROLESSlide 4 / 55

MODULE 1 · STEP 2 · USERS & ROLES

STEP 2 · USERS & ROLESSlide 5 / 55

MODULE 1 · STEP 2 · USERS & ROLES

STEP 3Slide 6 / 55

MODULE 1 · STEP 3

STEP 3 · STATUSESSlide 7 / 55

MODULE 1 · STEP 3 · STATUSES

STEP 3 · STATUSESSlide 8 / 55

MODULE 1 · STEP 3 · STATUSES

STEP 4Slide 9 / 55

MODULE 1 · STEP 4

STEP 4 · SOURCESSlide 10 / 55

MODULE 1 · STEP 4 · SOURCES

STEP 4 · SOURCESSlide 11 / 55

MODULE 1 · STEP 4 · SOURCES

STEP 5Slide 12 / 55

MODULE 1 · STEP 5

STEP 5 · TAGSSlide 13 / 55

MODULE 1 · STEP 5 · TAGS

STEP 5 · TAGSSlide 14 / 55

MODULE 1 · STEP 5 · TAGS

STEP 6Slide 15 / 55

MODULE 1 · STEP 6

STEP 6 · CUSTOM FIELDSSlide 16 / 55

MODULE 1 · STEP 6 · CUSTOM FIELDS

STEP 6 · CUSTOM FIELDSSlide 17 / 55

MODULE 1 · STEP 6 · CUSTOM FIELDS

STEP 6 · CUSTOM FIELDSSlide 18 / 55

MODULE 1 · STEP 6 · CUSTOM FIELDS

STEP 6 · CUSTOM FIELDSSlide 19 / 55

MODULE 1 · STEP 6 · CUSTOM FIELDS

STEP 6 · CUSTOM FIELDSSlide 20 / 55

MODULE 1 · STEP 6 · CUSTOM FIELDS

RECAPSlide 21 / 55

MODULE 1 · RECAP

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Module 2 · 🎯

Lead Lifecycle

Add • Import • Filter • Bulk Edit • Multi-phone • Reassign

Everything you do with a lead between "captured" and "sold" lives here.

STEP 1 · LEADS PAGESlide 23 / 55

MODULE 2 · STEP 1 · LEADS PAGE

STEP 2 · ADD A LEADSlide 24 / 55

MODULE 2 · STEP 2 · ADD A LEAD

STEP 3 · BULK IMPORTSlide 25 / 55

MODULE 2 · STEP 3 · BULK IMPORT

STEP 3 · BULK IMPORTSlide 26 / 55

MODULE 2 · STEP 3 · BULK IMPORT

STEP 4 · FILTER & SEARCHSlide 27 / 55

MODULE 2 · STEP 4 · FILTER & SEARCH

STEP 5 · BULK ACTIONSSlide 28 / 55

MODULE 2 · STEP 5 · BULK ACTIONS

STEP 6 · MULTI-PHONESlide 29 / 55

MODULE 2 · STEP 6 · MULTI-PHONE

STEP 7 · RE-ASSIGN & SHARESlide 30 / 55

MODULE 2 · STEP 7 · RE-ASSIGN & SHARE

RECAPSlide 31 / 55

MODULE 2 · RECAP

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Module 3 · 💬

WhatsApp Business

Connect • Chat • Campaigns • Bot Flows

Plug in your Meta Business account and start sending — one-to-one or in bulk.

STEP 1 · CONNECTSlide 33 / 55

MODULE 3 · STEP 1 · CONNECT

STEP 2 · CHATSlide 34 / 55

MODULE 3 · STEP 2 · CHAT

STEP 3 · BULK CAMPAIGNSlide 35 / 55

MODULE 3 · STEP 3 · BULK CAMPAIGN

STEP 4 · BOT FLOWSSlide 36 / 55

MODULE 3 · STEP 4 · BOT FLOWS

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Module 4 · 🤖

Automation & AI

Auto-assign • Automations • Nurturing • Calendar • AI Bot • AI Audit • Copilot • TAT

Turn on the autopilot. Lead routing, nurturing, AI replies, call audits, response-time tracking.

STEP 1 · AUTO-ASSIGNSlide 38 / 55

MODULE 4 · STEP 1 · AUTO-ASSIGN

STEP 2 · AUTOMATIONSSlide 39 / 55

MODULE 4 · STEP 2 · AUTOMATIONS

STEP 3 · LEAD NURTURINGSlide 40 / 55

MODULE 4 · STEP 3 · LEAD NURTURING

STEP 4 · GOOGLE CALENDARSlide 41 / 55

MODULE 4 · STEP 4 · GOOGLE CALENDAR

STEP 5 · AI BOTSlide 42 / 55

MODULE 4 · STEP 5 · AI BOT

STEP 6 · AI CALL AUDITSlide 43 / 55

MODULE 4 · STEP 6 · AI CALL AUDIT

STEP 7 · CRM COPILOTSlide 44 / 55

MODULE 4 · STEP 7 · CRM COPILOT

STEP 8 · TAT REPORTSlide 45 / 55

MODULE 4 · STEP 8 · TAT REPORT

RECAPSlide 46 / 55

MODULE 4 · RECAP

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Module 5 · ⚡

Daily Operations

Company • Products • Quotations • Call Activity • Recordings • Attendance • App Download

The day-to-day toolkit your team uses every shift.

STEP 1 · COMPANY DETAILSSlide 48 / 55

MODULE 5 · STEP 1 · COMPANY DETAILS

STEP 2 · PRODUCTSSlide 49 / 55

MODULE 5 · STEP 2 · PRODUCTS

STEP 3 · QUOTATIONSSlide 50 / 55

MODULE 5 · STEP 3 · QUOTATIONS

STEP 4 · CALL ACTIVITYSlide 51 / 55

MODULE 5 · STEP 4 · CALL ACTIVITY

STEP 5 · RECORDINGSSlide 52 / 55

MODULE 5 · STEP 5 · RECORDINGS

STEP 6 · ATTENDANCESlide 53 / 55

MODULE 5 · STEP 6 · ATTENDANCE

STEP 7 · APP DOWNLOADSlide 54 / 55

MODULE 5 · STEP 7 · APP DOWNLOAD

🎉 You finished the SmartCRM tutorial

Your team has now covered every core feature — from onboarding all the way to AI-powered call audits and daily mobile attendance. Open the CRM and start putting it to work.

Open SmartCRM → Save as PDF Back to homepage

COURSE COMPLETESlide 55 / 55

Course Complete