How to Work with HaystackCRM

Learn basics of working with different record types and features in HaystackCRM. In addition to contact management, discover how to manage your pipeline, map contacts and prospects, and tag different records.

How to Work with Connections: Contact or Company
Connections are either a Contact or a Company. A Contact is an individual person that you are communicating with about your business. A Company is the busin...
Thu, 26 Jul, 2018 at 10:07 AM
How to Work with Opportunities and Add Quotes
Creating an Opportunity initiates your pipeline with a prospective or current customer. Refer to How to Add a Record to create an Opportunity. An Opport...
Thu, 26 Jul, 2018 at 10:16 AM
How to Work Who’s Near Me or Who’s Near By
Who’s Near Me and Who’s Near By are features that allow you to map your Contact or Company on your mobile device or desktop version. The feature is accessib...
Thu, 26 Jul, 2018 at 1:09 PM
How to Work with Tasks
A Task is a quick to do item that you can add to other records.  After choosing any of the multiple ways to create one, name the Task.  The name is not pres...
Thu, 26 Jul, 2018 at 10:44 AM
How to Add an Item
An Item can be either a product or service that your company provides. Get started by adding a new Item from the Item Screen or selecting Item from the Crea...
Thu, 26 Jul, 2018 at 1:27 PM
How to Work with Tags
Tags are useful tool to segment your Contact or Company or other records, by industry for example. Since Tags are viewed on the individual listing, this is ...
Thu, 26 Jul, 2018 at 2:33 PM
How to add a Mailchimp integration
Connect your HaystackCRM account to your Mailchimp account so that you can stay in HaystackCRM to check stats on your campaigns or add a Contact or Company ...
Tue, 23 Oct, 2018 at 2:31 PM