Getting Started
Setting your account up for success.
41 articles
- Getting Started with Accountable CRMComplete these tasks to get started
- Get to know Accountable CRM!Platform Overview
- Getting Started: How to Use Accountable Every Day?
- First Login Checklist: Get Started in Accountable CRMWelcome to Accountable CRM đź‘‹ This quick checklist will walk you through everything you need to complete before using the system day-to-day.
- Quick Add: The Tool for Every ActivityThe Fastest Way to Complete Your Everyday Activities
- Difference Between Quick Add Emails & Email Campaigns?Accountable gives you two different ways to send emails. While both send email, they are designed for different purposes.
Selling System
Learn our system to help you automate your database touches.
Sales Planner
Get started using our planner.
- How to Plan for the Week (Mental Map)
- How to Use the Sales Planner
- How to Plan for the Week using the Sales Planner Vision Board
- How To Use Daily Planner Activity
- How To Use The 4-Hour Work Day
- How To Use The Don't Break The Chain
- Glossary of Terms | Sales Planner90-Day Selling System
- How To Use Weekly Theme Days
- How To Use Weekly Benchmark Tracker
- How To Use The 100-Touch Challenge
- How To Use Monthly Evaluation
- How To Use The Dream 100
- How To Use The CRM Setup and Scrub
- How To Use Timeblock Gamification