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Category - Getting Started
A list of tutorials for new users setting up their new Fern CRM account.
Articles
Logging into your Fern CRM dashboard for the first time can be overwhelming, kind of like sitting in the cockpit of a spaceship or racecar for the first time. I mean, what the heck do all those buttons do????? So let’s tame the overwhelm a bit with some basic setup steps. The first thing we’ll ... Read more
Even if you’re the only team member in your business, you’ll need a “user” account for yourself so you can accurately configure things like your calendar availability, email signature, and more. And, because Fern CRM is designed to grow as your business grows, this sets you up for an easier transition when you do hire ... Read more
There’s 2 different types of social media integrations inside your Fern CRM account. In addition to messages and posts, there’s a third social media feature you might be interested in ~ automated comment replies. This is where you can use the Fern CRM automations to instantly reply to comments and like/reply to the comment and/or ... Read more
The terms pipelines and opportunities are often used interchangeably, but in truth, “opportunities” is mostly just what the tab says in the left sidebar of your Fern CRM account. So to keep things simple, we’ll typically use the word “pipelines” when talking about any of the pipeline or opportunity features. What’s Included In this tutorial, ... Read more
Fern CRM plays nicely with a handful of different payment processors including Paypal, Stripe, and Square. This article is going to show you how to connect your Fern CRM account to Stripe to get started. (If you’d rather add a different payment option, search the Help Docs for the one you want. If you still ... Read more
In Fern CRM, your courses, communities, client portal, affiliate manager, and your members’ account info all live in one place collectively called the “Client Portal.” You’re already familiar with Fern’s Client Portal ~ which we refer to as the “Action Center.” When you log into the Action Center, you’re logging into our courses, communities, and ... Read more