Get Started with CRM in 60 Minutes
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Getting Started with Jetpack CRM
Introduction to the course
Installing Jetpack CRM
Welcome to Jetpack CRM
Dashboard Overview
Choosing your modules
CRM Settings
6 lessons
Managing Contacts & Custom Fields
Adding a Contact
Importing from CSV
Using Tags & Segments
Viewing Contact Timeline
4 lessons
Exploring CRM Features
Welcome to CRM Features
Using Quotes
Creating Invoices
Intro to Transactions
Using the Client Portal
Activity Logging and Internal Notes
Extending with Extensions
Bonus: Free Integrations
8 lessons
Zapier Integration & Automation
What is Zapier Integration?
Setting Up Your First Zap
Popular CRM Automations
Advanced Automation Ideas
Where to go next
5 lessons
Managing Contacts & Custom Fields
Viewing Contact Timeline
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