CRM learning resource: learning paths | Fireberry

Getting started

Get started with your system! Learn what all the different options in the top bar can do, and get to know the basic system structure.

Managing records

Learn how to manage your records to create, edit, and organize your system data.

Building views

Start creating and editing views to easily manage all your system records.

Activities and reminders

Start using your calendar to manage all your meetings and tasks in one organized and unified platform.

Set up your user profile

Set up all the different parts of your profile so that your system is customized to your personal use.