If you want to access all of the features and tools within Virtuous CRM+, then knowing how to navigate the interface is key. This Quick Start Guide is here to help whether you are a new Virtuous CRM+ user trying to learn your way around, or a long-time user trying to understand product changes.
Our product team is constantly looking for ways to implement new functions and update the user experience to be as friendly and efficient as possible. At Virtuous, product updates happen regularly throughout the year. Because of that, sometimes you may see some changes (big and small) to the navigation within Virtuous CRM+.
Below, is our Navigation Quick Start guide (also available as a PDF download.) Think of this as your "roadmap" for Virtuous CRM+; if you ever have trouble locating a feature, page, or tool within the software, you can use this guide to find what you need.