Learning Resources

Installation Guide

You can download the SideKick 365 CRM Installation guide by slecting the link below. The installation guide is a technical guide for administrators to set up SideKick 365 CRM

SideKick365 CRM Installation Guide v1-3 (pdf)

Download

Import Guide

You can Import data into Accounts, Opportunities, and Contacts. This guide shows you how! Make sure to also watch the video that shows you how to import data on the SideKick 365 CRM Video page

Importing data in SideKick 365 CRM - User Guide 1-2 (pdf)Download

Customization Guide

You can Customize SideKick 365 CRM to meet your needs. It is easy to add fields so SideKick 365 CRM can adapt to your specific needs. Make sure to see the video on customization in the SideKick 365 CRM Video library on this site!

You can download the guide using the lin below to get some guidance and study examples.

User Guide for Manager 1-1 (pdf)Download

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SkyLite Systems

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(949) 529-5785

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