Welcome to Fieldnotes Basics! It's easy to get started with Fieldnotes CRM!

To get started, all you have to do is log in to your CRM at https://app.fieldnotes.ai.

  1. Download the Fieldnotes app for your tablet or smartphone.
  2. Upload your existing contact details.
  3. Sync your Calendar for Staying on time with Appointments and everything else.

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 log in to your account and the chat application will be on the left side corner of your screen.