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Getting Started

New to SYNC2ME?
Follow easy steps to get started. Later, customize your account and set up your users.
Finally, explore SYNC2ME’s modules and settings to fine-tune your CRM
Register For 30 days free trial
Thousands of companies manage their business operations with SYNC2ME. Begin your free trial today.[/vc_column_text][vc_separator][icon_box icon_position=”left” border=”0″ title=”Login” icon=”icon-login”]After successful registration, enter your username and password to log into your anCRM CRM account.[/icon_box][vc_separator][vc_row_inner][vc_column_inner width=”1/2″][icon_box icon_position=”left” border=”0″ title=”Startup Page” icon=”icon-photo-line”]Configure your key preferences through welcome page upon first login.
A Welcome Setup screen is shown, when users login for the first time and helps them set up the key
preferences.
— Start up page
–User Setup
–Account Owner Setup[/icon_box][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]Start up page
User Setup
Users can configure the Timezone and Language when they login.
Account Owner Setup
In addition to personal preferences, Account Owner can set up the company logo, and should configure
Base Currency when logging in for the first time.
HeadsUp! – Base currency cannot be changed later. All currency values will be converted to base
currency before being stored in the database.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_separator][icon_box icon_position=”left” border=”0″ title=”Set up company details” icon=”icon-chart-bar”]Personalize your anCRM CRM account with your company logo and other details.[/icon_box][vc_separator][icon_box icon_position=”left” border=”0″ title=”Choose Modules” icon=”icon-database-line”]Choose modules that match your business requirements.[/icon_box][vc_separator][icon_box icon_position=”left” border=”0″ title=”Configure fields” icon=” icon-cog-line”]Customize layout of the fields. You can disable, re-arrange existing fields, create and delete custom fields.[/icon_box][vc_separator][icon_box icon_position=”left” border=”0″ title=”Modify drop-down fields” icon=”icon-list”]Drop-down fields are picklist fields in anCRM CRM. You can customize picklist fields with Picklist Editor.[/icon_box][vc_separator][icon_box icon_position=”left” border=”0″ title=”Set up Users” icon=”icon-users”]Users are people that will have access to anCRM CRM. Permissions can be given through Sharing Access
and Profiles.[/icon_box][vc_separator][icon_box icon_position=”left” border=”0″ title=”Import existing data” icon=”icon-download”]Import thousands of records in your anCRM CRM account. File formats such as .csv and .vcf are supported.[/icon_box][vc_separator][icon_box icon_position=”left” border=”0″ title=”Create custom views” icon=”icon-docs”]Distinguish or classify records of desired criteria with the help of filters in anCRM CRM.[/icon_box][/vc_column][/vc_row]