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 over a week ago

CRM Email Templates

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

Written by Maria Rummel
Updated over a week ago

CRM Deal Stages

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

Written by Maria Rummel
Updated over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

Message Usage Reports

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

Written by Maria Rummel
Updated over a week ago

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 over a week ago

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 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

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

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

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

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

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

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

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

Written by Maria Rummel
Updated over a week ago

Auto-closing Deals in PERQ CRM

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

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

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

Written by Maria Rummel
Updated over a week ago