It goes without saying that reports are an integral part of everyday business life. Reporting, done the right day, can yield great results for an organization. Standard reports, however, can only go so far; you need reports that can go beyond simple metrics and indicators. You need to gain valuable insight into your deals, marketing […] Read More

As an administrator, you not only need to delegate some responsibilities, but you also have to decide what different users within the organization can and cannot do with the system, Flexie CRM in our case. Before we describe how you can set up permissions in Flexie CRM, let’s briefly explain permissions and their importance. As […] Read More

Let’s say you’ve signed up for your Flexie trial, and you want to add users so that they can use the CRM for themselves. But before we describe the steps you need to follow in order to add a user, let’s explain what a user is and its importance in the CRM context. A user […] Read More

In your day-to-day business activities, you may need to create different groups of users. For example, the sales department can be divided into the sales and marketing departments. Furthermore, you may want to assigns certain users to certain groups. Before we describe the steps you need to follow in order to add a group in […] Read More