Welcome to your new CRM System!

on 23 May 08 by Dan

In a recent release, we've added a welcome screen.  This screen is seen the very first time that you login to your CRM system.

Because Leopard CRM is designed for an international audience, we needed something that would help users setup their system for their own local use.  One prime example for this is with timezones on the shared calendar and appointments functionality.  The Leopard CRM servers are set to UTC time, so to ensure that your reminders arrive on time, a timezone needs to be specified.

Another great feature of this new screen is the ability to import your data.  Because importing and exporting data is an administrative function in an CRM system, it's "hidden" away in the Admin section of the system menu. Now, when you first login to your new CRM system, you can import your data straight away.  This really helps to get you started and using the power of Leopard CRM as soon as possible.

If you have any ideas for how to enhance and improve Leopard CRM, we'd love to hear them, just send us an email from the "Contact Us" section of the website.

Find out more about CRM software.