AppWT CRM

Topic: Getting started

Getting around the CRM

Sign in, read your dashboard, use the menu and scroll long pages.

Video, 1 minute 20 seconds · 7 steps

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Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to sign in
  • What the dashboard numbers mean
  • How the menu works
  • How to scroll long pages and use the CRM on a phone

Step by step

  1. Step 1: Sign in

    To sign in, go to appwtcrm.com. Type your email and your password. Then click the gold Sign in button.

    The AppWT CRM sign-in page with an Email box, a Password box and a gold Sign in button.
    Step 1 screen, from the demo account.

  2. Step 2: Your dashboard

    After you sign in, you land on your dashboard. The top bar shows your company, your account number, and your name. Sign out is at the top right.

    The dashboard top bar showing the company name Demo Home Services, Account #900001, the user name and a Sign out button.
    Step 2 screen, from the demo account.

  3. Step 3: The four numbers

    The four boxes show new leads today, leads from the last seven days, open deals, and the people in your database.

    Four number boxes on the dashboard: new leads today, last 7 days, open in pipeline and people in your database.
    Step 3 screen, from the demo account.

  4. Step 4: Speed to lead

    Speed to lead shows how fast your team answers new leads. If someone is still waiting for a reply, the CRM tells you, and one click opens them.

    The Speed to lead box with the average first response, leads answered and leads waiting past the target.
    Step 4 screen, from the demo account.

  5. Step 5: The menu

    The menu on the left takes you to each part of the CRM. The page you are on is marked in gold.

    The menu on the left side of the screen, with Leads marked in gold because it is the open page.
    Step 5 screen, from the demo account.

  6. Step 6: Scroll long pages

    Long pages and long menus scroll. Use your mouse wheel, or drag the gold scroll bar on the right side.

    A long Leads page with the gold scroll bar on the right edge of the window.
    Step 6 screen, from the demo account.

  7. Step 7: On a phone

    On a phone, the menu moves to the top of the screen. Swipe it sideways to see every page.

    The CRM on a phone screen, with the menu in a row across the top.
    Step 7 screen, from the demo account.

Transcript

Welcome to the AppWT CRM. In this lesson, you will learn how to sign in, use the menu, and read your dashboard.

To sign in, go to appwtcrm.com. Type your email and your password. Then click the gold Sign in button.

After you sign in, you land on your dashboard. The top bar shows your company, your account number, and your name. Sign out is at the top right.

The four boxes show new leads today, leads from the last seven days, open deals, and the people in your database.

Speed to lead shows how fast your team answers new leads. If someone is still waiting for a reply, the CRM tells you, and one click opens them.

The menu on the left takes you to each part of the CRM. The page you are on is marked in gold.

Long pages and long menus scroll. Use your mouse wheel, or drag the gold scroll bar on the right side.

On a phone, the menu moves to the top of the screen. Swipe it sideways to see every page.

That is the tour. Next, learn how to add a lead by hand.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.