Rise CRM User Manual

The admin dashboard contains a myriad of useful information and functionality. At the top of the...

While on your main page (dashboard), scroll down to the meetings section and hit new.Select the a...

While on your main page (dashboard), scroll down to the meetings section and hit import.Choose if...

From the "Users" drop down at the top, you can choose a specific group of users you wish to view....

"Users" include entrepreneurs and staff members. Open the Import Users screen From Users, choos...

Ecosystem roles are roles you can grant accounts that define what they are. For example, you can ...

For new users: At the top of the screen, click "Users", select any group, then click "Create Use...

While on your main page (dashboard), navigate to the top of the screen and click "Grants".Click "...

While on your main page (dashboard), navigate to the top of the screen and click "Entities".From ...

At the top of the screen, click "Entities", and then the entity you wish to add referrals for.  ...

At the top of the screen, click "Entities", and then the entity you wish to add services for.  S...

Open the import screen From Entities, choose Import. Select the import type, CSV or Excel, choose...

Overview Events represent interactions with entrepreneurs such as skill workshops, grapevine mon...

Whilst on your main page (dashboard), navigate to the top of the screen and click "Interactions"....

Whilst on your main page (dashboard), navigate to the top of the screen and click "Interactions"....

From any page, in the top right there should be your name with an arrow pointing down next to it....

From any page, in the top right there should be your name with an arrow pointing down next to it....

From any page, in the top right there should be your name with an arrow pointing down next to it....