CRM onboarding
Learn the essentials of popcorn CRM with our simple step-by-step onboarding guides. Whether you’re setting up your account for the first time, importing contacts or managing your sales pipeline, we’ll help you get started with confidence.
Explore our helpful videos and tutorials to discover key features, streamline your daily tasks and get the most from your CRM from day one.
No complicated setup. Up and running in minutes.
Quick Start Guide
Start here to learn the three simple steps that get your CRM up and running!
Step by Step Guide
We have broken the onboarding process down into a series of short videos. If you have any more questions, please check out the FAQ’s, which answers 90% of the questions our support team get asked.
Build Your First Pipeline
If you are a ‘Sales‘ or ‘Marketing’ user, the Campaign folders will be where you can set up all your Automations, Email Marketing, Prospecting, and other stuff to help you convert more sales, faster. More details on this will be covered in the second Onboarding session that you will receive in a few days.
Visit our marketing and sales onboarding
Visit our marketing onboarding page.
Visit our sales onboarding page.
