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Understand how the activity log records actions, updates and interactions across your CRM.
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Learn how to use the AI Assistant to access information, complete tasks and work more efficiently within Henkan CRM.
Learn how to import multiple leads and records into Henkan CRM quickly using bulk upload tools.
Learn how to securely store, organise and access important documents within Henkan CRM.
Learn how to create, manage and use automated email sequences to support consistent lead follow-up.
Everything you need to get up and running with Henkan CRM, including onboarding, initial setup and the essential steps for getting your account ready to use.
Learn how to connect Henkan CRM with supported third-party platforms, services and business tools.
Understand the lead profile, including contact details, activity, notes, tasks, documents and related information.
Learn how to create, manage, organise and update leads within Henkan CRM.
Learn how notifications work and how to manage alerts for important CRM activity and updates.
Learn how to configure and manage online bookings, availability and scheduled appointments.
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Understand the privacy, data protection and compliance tools available within Henkan CRM and how to use them appropriately.
Learn how to create, send and manage proposals, track their status and record customer acceptance.
Learn how to use reports to understand sales activity, performance, pipeline progress and other CRM data.
Learn how to configure Henkan CRM, manage users, permissions, fields and other organisation-wide settings.
Learn how to create, assign and manage tasks and callbacks so important follow-ups are never missed.
Learn how to save and access frequently used websites, resources and tools directly from Henkan CRM.
Learn how to manage your personal profile, account details, preferences and user-specific settings.
Join the growing list of businesses and sales teams already achieving their goals with Henkan CRM