Sherpa CRM
Sherpa User
- Sherpa Video Library
- The Sherpa Dashboard
- Working with Accounts in Sherpa
- Contacts
- Activities
- Opportunities
Sherpa Administrator
- The Role of an Admin in Sherpa
- The Sherpa Administration Control Panel: Globals, Database Maintenance, and Setup Home Tabs
- Administration Control Panel: ERP Link Tab
- Administration Control Panel: TCO Printers Tab
- Administration Control Panel: Price Book Suppliers Tab
- Administration Control Panel: Document Storage Tab
Sherpa FAQs
- Sherpa CRM Implementation and Technical Requirements
- Sherpa Sales Rep Daily Activities Checklist
- Account Process Flowchart in Sherpa
- EAutomate Reference
- Best Practices for Lease Tracker Imports in Sherpa CRM
- Printer Name Matching