In this section you will find useful PDF tutorials on how to get some of the basic tasks done in Live CRM. For more in-dept video tutorials please click on the Watch Videos link above.

Managing User Accounts

Add and Delete users

Managing Industry Types

Manage the different types of industry categories you want to create in Live CRM

Managind Contact Types

Manage the different types of contact categories you want to create in Live CRM

Manage your account settings

This tutorial shows you how to manage your account settings including changing logo, password, updating contact information etc.

Managing Contact Sources

This tutorial shows you how easy it is for you to create and manage multiple contact sources. Use this to add your own marketing channels

Creating a New Calendar

This tutorial shows you how to create a new public calendar inside Live CRM

Live CRM Desktop Companion App Installation Guide

This PDF tutorial shows you how to add the Live CRM Desktop Companion App to your Windows Vista Startup Menu. This App is required for receiving calendar alerts on your desktop.

Adding a new contact (Manually)

This PDF tutorial shows you how to manually add a new contact inside Live CRM

Adding a New Calendar Event

This tutorial shows you how to add a new calendar event in Live CRM.

User Guides

Live CRM Help Desk