GoMax CRM Knowledge Base

Welcome to the Team

• Trial Account Information
• Support Options

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Getting Started - GoMaxCRM

• Welcome to the GoMaxCRM
• Day 2 – Contacts
• Day 4 – Create some Tasks
• Day 7 – Notes & Notebooks
• Day 10 – No turning back now

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Contacts

• CRM Contacts > Summary list
• CRM Contact > Detail
• Deleting Clients and Mortgage Files from GoMax

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Tasks

• Benefits of the GoMax Tasking system
• Tasks > Summary

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Notebooks

• Overview

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Documents (DocMan & PacMan)

• How to Upload to DocMan
• DocMan – Questions and Answers

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Websites - WordPress and Custom

• Domain Name Servers
• Domain Name Forwarding
• Choosing the right domain name
• Where to purchase domain names
• Search Engine Optimization

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Email

• Domain Name Verification Instructions
• Sending and Receiving test emails
• Verified email and how it impacts you
• Email Tagging Setup
• Changing the ‘From’ email address

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Miscellaneous

• Not seeing a recent update – Clear your Cache
• GoMax on your mobile device

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