• Skip to main content

Connectably

It's how Xero users systemise their sales & marketing with CRM

  • Problems solved
  • About
  • 2020 Lessons
  • Features
  • Pricing
  • Login
  • Trial
You are here: Home / Connectably help / First steps with Connectably
First steps with Connectably

First steps with Connectably

posted on August 16, 2019

A step-by-step walk through of your first steps using Connectably.

Total Activity Time: 90 mins, including 40 mins video

Before you login, you’ll find it beneficial to watch the following videos which show you how you’ll go through the Connectably set up process.

It may help to watch the videos in turn then watch each again, but pausing at each step in them to do the steps in your own account:

Initial Setup (Activity: 25 mins)

Basic Settings (Activity: 15 mins)

Contacts (Activity: 30 mins)

Opportunities (Activity: 20 mins)

As always, if you have questions, hit problems, or find bugs in the software, please message the support team via the chat icon at the bottom right of any page in the software or on this website.

Now go ‘get your geek on’ with the software…. 

Filed Under: Connectably help

About Connectably

For UK service and trades businesses, Connectably is the
leading Xero CRM that helps you systemise your business more simply, quicker and in a more connected way. Connectably provides the complete Xero CRM software platform to manage enquiries, do follow-up email marketing, create quotes, convert sales, get paid & measure outcomes.

Connectably CRM for Xero users:
Simpler, more systemised business

See the problems you'll solve in your business

Related Content

Marketing Automation Formats

Marketing automation formats

Marketing Automation and Next Desired Action

Marketing automation and next desired action

Simplifying List Segmentation

Simplifying list segmentation

  • About Connectably
  • Blog
  • Contact
  • Online help
  • Services
  • Xero CRM software comparison
  • CRM checklist
  • Xero CRM features
  • Terms & conditions
  • Privacy policy
  • Cookie policy

© 2021 · Connectably Ltd