Welcome to Fieldnotes Basics! It's easy to get started with Fieldnotes CRM!
To get started, all you have to do is login to your CRM at https://app.fieldnotes.ai.
- Download the Fieldnotes app for your tablet or smartphone.
- Upload your existing contact details.
- See our page on bulk data uploads for your contacts.
- Sync your Calendar for Staying on time with Appointments and everything else.
- Learn how to link your calendar and you will never be late for an appointment or any meetings.
Where else can I find more Training Resources?
- Our knowledge base and FAQ section is a great place to get started.
- Here are some quick training videos to help you get started.
- You can also use our in-app chat to talk with one of our Customer Success Managers. Simply login to your account and the chat application will be on the left side corner of your screen.