Getting Started with Home Furnishings CRM

Videos and how-to guides containing everything you need to know to get started with PERQ CRM as a Home Furnishings sales professional.

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11 articles in this collection
Written by Maria Rummel

Assigning Leads in PERQ CRM

How to assign leads to your team in PERQ CRM
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Written by Maria Rummel
Updated over a week ago

Receiving Leads and Contacts in PERQ CRM

Everything you need to know for receiving your first assigned lead in PERQ CRM
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Written by Maria Rummel
Updated over a week ago

Understanding Contact Records in PERQ CRM

Use the PERQ tab to see a lead’s website and engagement activity
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Written by Maria Rummel
Updated over a week ago

Using Tasks in PERQ CRM

How to make your follow-up process easier using tasks in PERQ CRM
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Written by Maria Rummel
Updated over a week ago

Texting Contacts in PERQ CRM

How to use texting to follow up with contacts in PERQ CRM
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Written by Maria Rummel
Updated over a week ago

Emailing Contacts in PERQ CRM

How to use email to follow up with leads in PERQ CRM
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Written by Maria Rummel
Updated over a week ago

Creating Email Templates in PERQ CRM

How to create email templates for your team in PERQ CRM
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Written by Maria Rummel
Updated over a week ago

Setting Appointments in PERQ CRM

Appointments help you track and turn online leads into in-store visits
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Written by Maria Rummel
Updated over a week ago

Managing Deals in PERQ CRM

Learn how Deals help you manage your open opportunities using PERQ CRM
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Written by Maria Rummel
Updated over a week ago

Logging Activity in PERQ CRM

How to use the History and Attachments tab to see activity and add information to a contact record
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Written by Maria Rummel
Updated over a week ago

Using the PERQ CRM Mobile App

Quickly receive and follow up with leads, right from your mobile phone
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Written by Maria Rummel
Updated over a week ago