Setup and configuration
How to add users, configure your custom fields, user rights, pipelines and products. We also show you how each user can personalise the user experience.
We guide you how to connect to add-ons like Office365, Google, LinkedIn, WordPress, OneDrive, Google Drive, Dropbox, Mailchimp etc.
We go through the most important parts of 20NINE at a high level so that you can get an insight into how 20NINE works.
We go through how to use 20NINE as a Sales CRM and how to use the activity boards.
We go through how you can use 20NINE as a contact CRM or company phone book and how to import your spread sheets.
Documents & E-Signing
80% of all sent documents are standard documents. Learn to create quote, contract & invoice templates and how to send with e-Signing.
Search and mass update
We go through how to free text search, AND/OR searches and how to mass update your search results.
How to import .CSV files
Learn how to structure your import files and how the different import alternatives work.
We go through how you can use 20NINE to generate and send your invoices.
Recruitment & CVs
Learn how to use 20NINE as your recruitment pipeline and how to manage your consultant’s CVs and actual reports.
We teach you how to import relevant prospects from LinkedIn, send personal mass emails, use call lists to get new prospects into your pipeline.