How do I get started with Lynkos CRM?


Once you have registered you can follow these simple steps in order to get started with Lynkos CRM:

1- Complete your Profile. The information you complete in this section will be shown to every one you invite to collaborate in a Deal, a Case or a Project.

2- Import your Contacts. To begin managing your customer's relationships you must have a profile of each one. Lynkos allows you to import that information with just one click from Google, Excel, Linkedin o Highrise. 

3- Create your first Deal, Case or Project.

Do you have a customer who is interested in a product or service? Create a Deal and follow the process. 

Does a client have an inconvenience with a product? Open a Case and figure the best way to solve it. 

Do you have a development request? Create a Project, define its Milestones and start working on it.  

Deals, Cases and Projects allow you to invite your team to collaborate in order to achieve your goals efficiently. 

Have more questions? Submit a request