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Getting Started with CRM Refresh fast and simple.

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

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