FOB3-Getting Started
Here’s a series of short video tutorials intended to help new users get set up and started with Front Office Box as simply and quickly as possible.
- Guide through registration, inviting additional users, setting up email and calendar integration, and creating a plan with an action.
- A simple approach to sales management, with actions related to each opportunity.
- A simple approach to pipeline management with probability and weighted value calculations, but without planned and unplanned actions.
The next three demonstrate the full range of capabilities in Task Management, Relationship Management and Sales Pipeline Management.
Whichever model suits you Front Office Box will work with you, and let you change your mind as your ideas develop. As always if you’d like some help email us at support@frontofficebox.us and we’ll get right back to you.
