Find answers to your questions and get the most out of your CRM
Detailed step-by-step guides covering all aspects of InterlinkCRM
Browse All GuidesLearn how to set up your InterlinkCRM account from scratch, including account verification, initial configuration, and accessing your dashboard for the first time.
Build your CRM team by inviting members, assigning roles, and configuring permissions to ensure secure and efficient collaboration.
Master your sales pipeline with advanced management techniques, custom stages, deal tracking, and automated workflows.
Leverage artificial intelligence to automatically score and prioritize leads based on their likelihood to convert.
Master revenue forecasting using advanced analytics to predict sales performance and make data-driven decisions.
Connect your email provider to InterlinkCRM for seamless email tracking, automation, and customer communication.
Navigate to the Contacts page and click the 'Add Contact' button. Fill in the required information like name, email, and company. You can also import contacts from CSV files or sync from your email provider.
Go to the Pipeline page where you can drag and drop deals between different stages. Each stage represents a step in your sales process. You can also bulk move deals or set up automation rules.
Visit the Email Automation page to create email sequences. You can set triggers based on contact behavior, deal stages, or time delays. Use our template library or create custom emails.
In Pipeline settings, you can add, remove, or reorder pipeline stages. Set probability percentages and automation rules for each stage to match your sales process.
In Security settings, enable 2FA and scan the QR code with your authenticator app. You can also set up SMS backup and recovery codes for additional security.