Getting Started with CRM Refresh fast and simple.
- Connect your CRM to CRM refresh using 0Auth encryption
- Once your account is connected CRM Refresh D.A.V.E. will begin process a sample set of your data
- You will then be taken to the Setting Page
- Choose How frequent you want your data validated
- Choose if you want leads or contacts (Salesforce CRM only feature)
- Choose if you want your invalid (F) contacts automatically fixed
- Choose a default name (leads only feature for Salesforce)
- You can then build teams or if your CRM has been validated begin looking at results
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