This Quick Start Guide will help you get started with Rethink CRM. Before you jump in, be sure to familiarize yourself with the role and responsibilities of being the system administrator.
Initial Setup
Take some time to go through the help articles listed below to complete some initial setup of your Rethink organization. After reviewing the articles below, you should be able to:
- Access your Rethink organization
- Install and access Rethink from your mobile device
- Create and customize your email signature
- Access and navigate the Setup menu in Rethink
- Integrate your email with Rethink
Knowledge Base Articles
User Administration
Part of your duty as a Rethink system administrator is to create and manager users. Review the below help articles to learn how! After going through the articles in this section, you should be able to:
- Add a new user to your Rethink organization
- Deactivate a user
- Assign and manage the Rethink package licenses
- Explain the difference between Rethink user profiles (Rethink Standard User, Rethink Advanced User)
Knowledge Base Articles
Customizing Rethink
As you become familiar with Rethink, you may discover the need to customize fields or page layouts. Please read through the articles below to learn how you can do this as a system administrator. After reviewing the articles in this section, you should be able to:
- Customize your Rethink home page
- Navigate the Setup menu which will enable you to make customizations
- Create and edit various fields in Rethink, such as:
- Update “Market” field values in Properties tab
- Update picklist field values
- Customize a page layout
Knowledge Base Articles
Need Additional Help?
Visit our Help Center for additional resources, or contact Product Support at rethinkcrm@buildout.com
