Getting started
Everything a new user needs to know when getting started with Adviser CRM. Connecting email and calendars, signatures, installing our mobile app.
- How to install our iPhone mobile app
- How to install our Android mobile app
- How to get Help
- How to set up call logging in our Mobile Apps
General
Learn the most common functions and features of Adviser CRM, regardless of your role in the business.
- How to create and manage meetings
- How to link Dropbox, Google Drive and One Drive
- How to add files to client records
- Download our mobile app
Creating new Records
This category will teach you how to create new records such as new Leads, Accounts, Contacts, Policies, Loans etc.
- How to create a new Lead
- How to create a new Account
- How to create a new Contact
- How to create a new Life Policy
Administrators
This category is for administrators who need to know how to change, customise and control Adviser CRM.
- Adding a new user to your subscription
- How to create and download a data backup
- How to add users to your account
Importing Data
Learn how to import all your Life Policies, Kiwisaver Investments, and Fire and General Policies.
- How to get your AIA Living Data
- How to get your Chubb Data
- How to import all your product data into Adviser CRM
- How to get your Booster data
- How to download Partners Life data
Troubleshooting
Useful articles to help you quickly resolve some of the common issues that users experience, with most of the issues are relating to Microsoft 365.
- How to remove the Zoho Verticals from showing in bulk and mass emails
- How to Deactivate and Reconnect your Microsoft 365 email account
- Email INTERNAL ERROR
- Error when trying to read emails
- SMTP Error when trying to connect Microsoft Office 365 Email