STEP 1: Get familiar with the CRM layout - BeRocker Knowledge Base

Journey of a lead in BeRocker CRM

Main Layout

Main Layout

Chats panel

Main Layout

Chat window

Main Layout

Lead Information panel

Main Layout

Order panel before booking

Main Layout

Order panel after booking

Main Layout

Carrier panel before posting to loadboard

Main Layout

Carrier panel after posting to loadboard

Main Layout

Journey of a lead in BeRocker CRM

STEP 2: Setup Profile and Phone numbers