Home → Introduction to RubiCRM
Introduction to RubiCRM
In this book, you will learn what RubiCRM is, some of the basics you need to know to use/access the CRM and our Service Level Agreement (SLA).
Although all tickets are important and need to be resolved promptly, urgent issues should be given priority over low-priority tickets. This is to ensure our team can reach our clients in the most urgent need.
Although all tickets are important and need to be resolved promptly, urgent issues should be given priority over low-priority tickets. This is to ensure our team can reach our clients in the most urgent need.
- 1. Hello from RubiCRM
- 2. How to access RubiCRM
- 3. Some of the basics
- 4. Tasks/Alerts
- 4.1. Overview
- 4.2. How to view your tasks/alerts
- 4.3. How to create a task/alert
- 4.4. Creating a general task
- 4.5. Creating a task against an interaction
- 4.6. Creating a task against an interaction for another user
- 4.7. Creating a task against an activity item
- 4.8. Creating a task for an activity item for another user
- 4.9. Adding your task to your Outlook calendar
- 4.10. Creating a general alert
- 4.11. Creating an alert against an interaction
- 4.12. Creating an alert against an activity item
- 5. Service Level Agreement (SLA)
- 6. Paid services
- 7. Monthly updates