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Getting Started with Home Furnishings CRM
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.

20 articles

Printables & Resources


CRM How-to Guide
CRM Email Templates
CRM Deal Stages

Step-by-Step Instructions and Help


Sorting Active Deals, Past Due and Upcoming Tasks
How to include attachments in emails
How to sort contacts by last contact date
Message Usage Reports
How to add images and videos to emails

Navigating the PERQ CRM - Video Content


Assigning Leads in PERQ CRM
Receiving Leads and Contacts in PERQ CRM
Understanding Contact Records in PERQ CRM
Using Tasks in PERQ CRM
Texting Contacts in PERQ CRM
Emailing Contacts in PERQ CRM
Creating Email Templates in PERQ CRM
Setting Appointments in PERQ CRM
Managing Deals in PERQ CRM
Auto-closing Deals in PERQ CRM
Logging Activity in PERQ CRM
Using the PERQ CRM Mobile App
Perq Convert Help Center
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