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eKeeper Service Desk 



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titleGetting Started



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titleHow to setup your eKeeper CRM

Logging in

Setting up your

Product workflow

Setting up your Products

Setting up your Users

Setting up your Letters





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titleekeeper CRM Basics

Creating new Cases & Products

Managing your client's Case through Stages and Diary Entries

How to complete a Fact-Find on a Product





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User Management


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titleUser Management

Creating New Users

Permission List

Restrict users to only see their OWN cases/customers




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titleCase Management

Creating a Case

Abandoning Cases

Bulk Deleting Products




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Customising eKeeper


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titleSystem Settings

List of System Settings

Product Setup

Editing Fact-Find Structures




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titleCommission & Fees

Setup Outgoing Payments

Setup New Fees

Reporting Commissions




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titleReports & Searching

Reporting and Exporting

Using Search Views

Creating Search Views

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Bulk Deleting Products



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Templates

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titleLetters & Emails

Letters

Email Home Page

Merge Field List




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pageCustomer Portal
titleCustomer Portal

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Customer Portal

Portals



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Frequently Asked Questions


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I can't log-in


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I can't edit my letters


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I can't export to Trigold


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I can't send emails


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How do I produce reports


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How can I source with Twenty7Tec


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How can I source with Solution Builder


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How can I source with UInsure


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How to use the Zapier Integration


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How can I create a new Stage


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How can I create a new user


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Need any more help?


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eKeeper CRM

86180042Knowledge Base#top

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