How to use Highrise
Highrise Training
No skyscrapers here. Highrise is a better way to communicate with clients, track conversations and schedule follow-ups. Everything you need to know about Highrise CRM, in one-minute videos.
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Highrise
- 1. What is Highrise?
- 2. Can a CRM Help My Business?
- 3. Understand Account Types
- 4. Create an Account
- 5. Add Users and Groups
- 6. Navigate the Highrise Homepage
- 7. Add Contacts
- 8. Navigate Contact Records
- 9. Add and View Notes
- 10. Use Tags
- 11. Create Tasks
- 12. Use Cases
- 13. Work with Deals
- 14. Use the Dropbox
- 15. Customize Account and Settings
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