PERQ Convert

How to assign leads to your team in PERQ CRM

Assigning Leads in PERQ CRM

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

Receiving Leads and Contacts in PERQ CRM

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

Understanding Contact Records in PERQ CRM

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

Using Tasks in PERQ CRM

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

Texting Contacts in PERQ CRM

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

Emailing Contacts in PERQ CRM

How to create email templates for your team in PERQ CRM

Creating Email Templates in PERQ CRM

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

Setting Appointments in PERQ CRM

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

Managing Deals in PERQ CRM

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

Auto-closing Deals in PERQ CRM

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

Logging Activity in PERQ CRM

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

Using the PERQ CRM Mobile App

Navigating the PERQ CRM - Video Content

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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