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  2. Sherpa CRM

Sherpa CRM

Sherpa User

  • Sherpa Video Library
  • The Sherpa Dashboard
  • Working with Accounts in Sherpa
  • Contacts
  • Activities
  • Opportunities
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Sherpa Administrator

  • Role of a Sherpa Admin - Best Practices
  • 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
See all 43 articles

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
See all 15 articles
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