Setting Up Your CRM Workflow
Key features to get organized, productive and collaborative
By Jackson and 1 other2 authors7 articles
Customize Your Statuses and CategoriesCustomize your Statues, Categories, and Owner properties directly inside of 3RM.
Chat OwnersClose more deals with efficient handoff using Chat Owners
PipelinesThe best way to visualize your Telegram relationships.
Follow-ups and Notes for Better Relationship ManagementHow to best use 3RM follow-ups and notes for better relationship management.
Advanced Filters & Smart ListsMake (and soon save) detailed queries of your relationships
CategoriesMake sense of your Telegram inbox with helpful segmentation
Add TeammatesHow to get your teammates set up and onboarded to 3RM.