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 in this collection
Written by Maria Rummel

Printables & Resources

CRM How-to Guide

Step-by-step instructions for PERQ CRM users

Written by Maria Rummel
Updated this week

CRM Email Templates

Save time for your team by creating email templates for easy follow-up

Written by Maria Rummel
Updated this week

CRM Deal Stages

Use this easy reference guide to understand Deal Stages in PERQ CRM

Written by Maria Rummel
Updated this week

Step-by-Step Instructions and Help

Sorting Active Deals, Past Due and Upcoming Tasks

Filter and sort in Work Follow-Ups and Tasks to easily find the deals and tasks you're looking for in PERQ CRM.

Written by Maria Rummel
Updated this week

How to include attachments in emails

Learn how to add attachments to your emails and email templates in PERQ CRM.

Written by Maria Rummel
Updated this week

How to sort contacts by last contact date

Sort your contacts by last contact at date to see who still needs to to followed-up with.

Written by Maria Rummel
Updated this week

Message Usage Reports

This article explains how to use message usage report to track success.

Written by Maria Rummel
Updated this week

How to add images and videos to emails

How to insert images and videos into emails using PERQ CRM’s mobile app

Written by Maria Rummel
Updated this week

Navigating the PERQ CRM - Video Content

Assigning Leads in PERQ CRM

How to assign leads to your team in PERQ CRM

Written by Maria Rummel
Updated this week

Receiving Leads and Contacts in PERQ CRM

Everything you need to know for receiving your first assigned lead in PERQ CRM

Written by Maria Rummel
Updated this week

Understanding Contact Records in PERQ CRM

Use the PERQ tab to see a lead’s website and engagement activity

Written by Maria Rummel
Updated this week

Using Tasks in PERQ CRM

How to make your follow-up process easier using tasks in PERQ CRM

Written by Maria Rummel
Updated this week

Texting Contacts in PERQ CRM

How to use texting to follow up with contacts in PERQ CRM

Written by Maria Rummel
Updated this week

Emailing Contacts in PERQ CRM

How to use email to follow up with leads in PERQ CRM

Written by Maria Rummel
Updated this week

Creating Email Templates in PERQ CRM

How to create email templates for your team in PERQ CRM

Written by Maria Rummel
Updated this week

Setting Appointments in PERQ CRM

Appointments help you track and turn online leads into in-store visits

Written by Maria Rummel
Updated this week

Managing Deals in PERQ CRM

Learn how Deals help you manage your open opportunities using PERQ CRM

Written by Maria Rummel
Updated this week

Auto-closing Deals in PERQ CRM

Keep your contact list clean with our auto-closing deals feature.

Written by Maria Rummel
Updated this week

Logging Activity in PERQ CRM

How to use the History and Attachments tab to see activity and add information to a contact record

Written by Maria Rummel
Updated this week

Using the PERQ CRM Mobile App

Quickly receive and follow up with leads, right from your mobile phone

Written by Maria Rummel
Updated this week