User Guide - desktop software
Last Published by Hugo
1.1 Registration After the free registration, download of our software and installation, you can log in to SpinOffice CRM with your email address and password. The icon as shown on the left will be displayed on your desktop ...
SpinOffice will help you to manage your relationships; in the long run it will really save you time. You will stay connected with your friends and business contacts and save time by getting organized. All your customers, pros...
3.1 Screen layout 3.2 Explanation of labels & fields on the contact card 3.3 Adding new contacts 3.4 Editing name & address information 3.5 Adding, editing & deleting contact details 3.6 Deleting & Mergin...
The archive gives an overview of all correspondence with a contact. All emails, tenders, attachments, tasks, files and (telephone) notes are clearly displayed on this screen in a recognizable Outlook-style. All communication...
In order to import your previous communication and to build up your database it is essential that you have configured your email. Go to the inbox and provide SpinOffice the correct IMAP settings of your email account. Multipl...
All email messages will be displayed in your inbox. Incoming messages that are recognized will automatically be linked to a corresponding contact. If the recipient is unknown you can add the contact to your database as new or...
In general, the calendar in SpinOffice does not differ very much from any other calendar client, but our calendar has some smart tools that make it a very useful and distinctive from others. We will discuss them in this chapte...
In order to make SpinOffice your daily working environment, you need to import all your contact related files into your database. Create folders in order to have your files structured and organized. Almost any file can b...
For many of our customers, a solid task system is essential. Since 2020 SpinOffice offers a simple but clear way of creating and managing your tasks through the 'Kanban board'. The application will help you get thro...
Both call reports and memos are smart tools for archiving communication with relations, for internal use or in order to retrieve information. Call reports and memos are stored in the contact's archive. When working wit...
More than 5 million people use Mailchimp to design, send, and track email marketing campaigns. Keep your Mailchimp and SpinOffice data updated with this new integration from Mailchimp. Manage subscribers, bounces, and more. ...
Fit your data to your business by customizing contact types, keywords, templates, activity codes and many more. How? Go to the Contacts screen, than menu options Administration. We will explain each menu item. Note: the...
In general, SpinOffice is an application where all information is available and accessable for all users. It is possible though to hide / shield information (contacts and content) from other database users. Besides that it i...
Synchronization of data is crucial these days. SpinOffice offers sync of contacts, calendar and email. 14.1 Contacts sync 14.2 Calendar sync 14.3 Email sync 14.1 Contacts sync Both the free Limited and the Pro...
15.1 User support & tickets
For Limited free edition users we provide initial free support to help you setting up the account. If you have questions in the first few weeks, please write us an email or call us:
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