CRM Map - Amy Handbook

CRM map

Every CRM is customised, and yours is no exception. Save a map of how it’s actually laid out and Amy stops guessing which field a piece of information belongs in.

What you get

Your custom fields and what each one is for
Your pipelines and the stage names you use
The lists and views your team works from
Records written the way your team expects to find them

How to save it

Copy and send to Amy

Check my [CRM] and save the fields, pipelines, and lists I use so you know what to reference. Save it to my knowledge library as "CRM map".

How to use it

Copy and send to Amy

Log [contact] to my CRM using my CRM map, and fill every field you can from the thread.

Refresh it after you change your CRM setup. Ask Amy to re-read the CRM and update the item rather than saving a second one.

Integrations needed

CRM

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