PicaPica - CRM for busy people

Browsing category: Support / Interface /

 

How to sign in to PicaPica through Google

To sign in through Google is an easier way to access your PicaPica environment. You won’t have to remember your username and password for PicaPica and it is much quicker as well. This small tutorial lets you see how you can make use of this awesome feature. Note: To sign in with Google it is [...]

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How to navigate through PicaPica

We created a collection of images (below) that are helpful getting your ‘grip’ on PicaPica’s navigation. Simply click on the images to see the zoomed in version.

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How to use Custom Fields

Defining Custom Fields The thing you need to do is to just start adding them. How to add them? Go to the record to which you’d like to add a custom field (at the moment this can be an account, contact, opportunity, lead or target) and look in the bottom right corner of the details.

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