This walk-through video demonstrates the main features of Stantia CRM includes how to edit boats, contacts, and set up interest matching between your boat inventory and contacts.
Stantia CRM full demo video
Other articles
How to create PDFs from your boat listings in Stantia
Stantia CRM's PDF creator enables you to easily create full-spec or window card PDFs from your boat listings. This guide explains how it works.
Logging in
How to log in and resetting your password if you've forgotten it.
User permissions on contacts
This feature enables Account Owner and Administrator users to control which contacts your users have access to.
Merging duplicate contacts
Detect possible duplicate when adding a new contact and merge them.