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Importing Users

Rise CRM User Manual Users

Required fields: Field name Required ...

Updated 3 days ago by Jacob Cook

New Meeting

Rise CRM User Manual Meetings

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

Updated 3 days ago by Jacob Cook

Managing Your Profile

Rise CRM User Manual User Profile

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

Updated 3 days ago by Jacob Cook

Import Meetings

Rise CRM User Manual Meetings

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

Updated 3 days ago by Jacob Cook

Managing Referral Statuses and Milestones

Rise CRM User Manual Settings

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

Updated 3 days ago by Jacob Cook

Managing Settings

Rise CRM User Manual Settings

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

Updated 3 days ago by Jacob Cook

New Program Enrollments

Rise CRM User Manual Programs

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

Updated 3 days ago by Jacob Cook

New Program

Rise CRM User Manual Programs

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

Updated 3 days ago by Jacob Cook

Creating Events

Rise CRM User Manual Events

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

Updated 3 days ago by Jacob Cook

New Grant

Rise CRM User Manual Grants

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

Updated 3 days ago by Jacob Cook

Managing Users

Rise CRM User Manual Users

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

Updated 3 days ago by Jacob Cook

Default Dashboard

Rise CRM User Manual Dashboards

Updated 3 days ago by Jacob Cook

Admin Dashboard

Rise CRM User Manual Dashboards

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

Updated 3 days ago by Jacob Cook

Navigator Dashboard

Rise CRM User Manual Dashboards

Updated 3 days ago by Jacob Cook

Provided Services

Rise CRM User Manual Entities

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

Updated 3 days ago by Jacob Cook

Referrals

Rise CRM User Manual Entities

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

Updated 3 days ago by Jacob Cook

Business Profiles

Rise CRM User Manual Entities

Updated 3 days ago by Jacob Cook

Managing Entities

Rise CRM User Manual Entities

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

Updated 3 days ago by Jacob Cook

Feedback Progress

Beta Release Improvements

Completed For full details on new features, bug fixes, and other changes, please see the in-app ...

Updated 9 months ago by Jacob Cook

Ecosystem Roles

Rise CRM User Manual Users

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

Updated 9 months ago by Jacob Cook