What is etcel?
Etcel is a cloud-based customer relationship management (CRM) software that helps businesses manage their interactions with customers and potential customers.
How do I log in to my etcel account?
Go to the etcel login page and enter your username and password. If you are having trouble logging in, try resetting your password.
Why can't I access certain features in etcel?
It's possible that your user role does not have permission to access those features. Contact your etcel administrator for assistance.
How do I create a new contact in etcel?
You can create a new contact by clicking on the "New Contact" button in the Contacts tab. Fill in the required information and click "Save."
What should I do if I encounter an error message in etcel?
First, try refreshing the page. If the error persists, check the etcel community page or contact customer support for assistance.
How do I track my sales in etcel?
You can track your sales by creating and updating opportunities in the Opportunities tab. This will help you keep track of deals with potential customers.
Can I import data from another CRM into etcel?
Yes, etcel allows you to import data from other CRM systems. Refer to the etcel user guide for instructions on how to do this.
How do I set up email templates in etcel?
You can create email templates under the Settings tab. Click on "Email Templates" and then "New." Fill in the template with the desired content and save.
Why am I getting an "Invalid Email Address" error when trying to send an email?
Make sure that the email address you are using is formatted correctly and does not contain any special characters. If the error persists, contact your etcel administrator.
How do I schedule a follow-up task in etcel?
When creating a new activity, you can mark it as a "Task" and set the due date and time. This will create a follow-up task in the Activity List.
How can I add custom fields to my etcel account?
In the Settings tab, click on "Custom Fields" and then "New." Choose the type and name of the field and click "Save."
Can I access etcel on my mobile device?
Yes, etcel has a mobile app that can be downloaded from the App Store or Google Play. You can log in with your etcel account credentials.
How do I change my password in etcel?
Go to the Settings tab and click on "Change Password." Enter your old and new password and click "Save."
Why am I seeing duplicate contacts in my etcel account?
This may happen if you have imported contacts multiple times or if there was a syncing error. Contact customer support for assistance in resolving the issue.
How do I delete a contact in etcel?
You can delete a contact by opening their profile and clicking on the "Delete" button. Please note that this action cannot be undone.
Can I create custom reports in etcel?
Yes, etcel allows you to create custom reports based on your data. Refer to the etcel user guide for instructions on how to do this.
How do I add a new user to my etcel account?
As an administrator, you can add new users by going to the Settings tab and clicking on "User Management." Click "New" and fill in the required information.
How can I track communication history with a specific contact in etcel?
By clicking on a contact's profile, you can view all the activities and emails associated with that contact.
Why can't I add attachments to my emails in etcel?
Make sure that the attachment is in a supported file format and does not exceed the maximum size limit. If the issue persists, contact customer support for assistance.
How do I set reminders for tasks in etcel?
When creating a task, you can set a reminder by clicking on "Set Reminder" and selecting the date and time you want to be reminded.
Can I integrate etcel with other software programs?
Yes, etcel has integrations with various third-party applications. Refer to the etcel user guide for a list of supported integrations.
How do I add tags to my contacts in etcel?
You can add tags to contacts by clicking on the "Tags" button in their profile and choosing from existing tags or creating new ones.
Why am I getting a "Failed to Save" error when trying to save changes in etcel?
This may be due to an internet connection issue. Try refreshing the page and if the issue persists, contact customer support for assistance.
How can I create a sales pipeline in etcel?
By using etcel's Opportunity feature, you can track your sales pipeline and the stage of each deal.
How do I set up email notifications in etcel?
You can set up email notifications by going to the Settings tab and clicking on "Notifications." Here, you can select which events you want to receive email notifications for.
How can I customize my etcel dashboard?
You can customize your dashboard by clicking on the "Customize Dashboard" button on the main dashboard page. Here, you can add or remove widgets and rearrange their positions.
What should I do if I forgot my etcel username?
You can contact customer support for assistance with recovering your etcel username.
