Basic Operations for New Getfly CRM Users

24/08/2025

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Welcome to the onboarding program for new users. This guide will walk you through the fundamental and easy-to-follow steps when getting started with Getfly CRM.

No	Task	Instruction	Objective
1	Change Avatar and Password	- Instructional Document	Enhance user identification during system operations.
2	Upload Assigned Customers	- Instructional Document - Video Tutorial	Upload customer data to Getfly CRM to begin managing and tracking client information
3	Group Existing Customers	- Guide to Creating Groups - Adding Customers to Groups	Customer groups help organize clients with similar traits for faster search and segmentation.
4	Classify Customer Source	- Instructional Document	Identifying sources helps determine where the majority of your customers originate.
5	Categorize Customer Relationship (New, Contacted, Hot, etc.)	- Instructional Document	Understanding customer status enables more targeted and strategic customer care.
6	Input Customer Care Status	- Instructional Document	Care history stores all interactions, enabling you to review past engagement records.
7	Create New Orders	- Instructional Document	Record individual revenue and customer value accuratel.
8	Input Past Orders	- Instructional Document	Update historical customer value data.

After you have entered full customer and order data into the system, you will receive the following result:

*Hình ảnh minh họa của 1 doanh nghiệp.

And here is what the customer profile interface looks like when the system is fully populated and integrated with SMS, email, and VoIP services:

*Hình ảnh minh họa hoạt động của 1 nhân viên kinh doanh.

We wish you great success in using Getfly CRM!