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Getting started 14 Articles View All What is Base and how do I sign up? How much does Base cost? Getting started with Base What's on my dashboard? How can I search my deals, contacts, tas...	Video tutorials 12 Articles View All Base quick tour (Watch the video) Base Contact Clipper (Watch the video) QuoteBase quick tour (Watch the video) Email dropbox feature - contacts (Watch ... Email dropbox feature - deals (Watch the...	Integrations 23 Articles View All Outlook Plugin for Base CRM Google Drive integration Google Calendar integration (tasks) Google Contacts integration How does the Google Contact Sync work? [... Recent Q&A View All Do you plan to integrate with Atlassian'... Facebook Integration Features Integrating mail other than web based ma... Using our own form to collect data Can I disable the "Powered By ......" fo...
Voice 7 Articles View All How do I make calls from Base CRM? Base CRM Voice pricing Using the Base Voice Reports Selecting a telephone number for Base Vo... Setting up a transfer number for Base Vo...	Deals 14 Articles View All What is a deal, and how do I add a deal? How do I add a contact to a deal? How do I add a task to a deal? How do I add deal sources? How do I edit a deal? Recent Q&A View All Deals Limit Deal Limits and Deleted Deals Change description of a sales stage marketing automation	Leads and Contacts - CRM 17 Articles View All How to use Leads in Base CRM How do I add a contact? How can I edit a contact? How do I assign a contact type? How do I add or remove contact tags? Recent Q&A View All Posibility to convert contacts back into... Changing companies and contacts sending email Reports filtering by customer type
Tasks 3 Articles View All Creating and managing tasks Automated tasks How do I view my tasks on a calendar? Recent Q&A View All stop task email notifications Reminder Times	Email 7 Articles View All Setting up email integration Setting up SMTP email How do I send emails to Base using the B... How do I send emails to Base using the B... How do I send bulk emails?	Import & Export 23 Articles View All Base CRM lead and contact CSV import tem... How do I import from Zoho? How can I import my contacts from Google... How do I import data from Salesforce? How do I import data from Basecamp? Recent Q&A View All Want to use our own web form to capture ...
Reports 12 Articles View All Deal Sources Incoming Deals Volume Total Sales Sales Forecasting Sales by Account	Settings 12 Articles View All How do I set user permissions? How do I unsubscribe from weekly emails?... How do I cancel my account? What is the difference between administr... Application access level	iOS Help 16 Articles View All How do I get the iPhone App? Signing up for a new account on the iPho... Using your existing Base account What are the system requirements for the... Your Dashboard
Android Help 17 Articles View All How can I get the Android app? Signing up for a new account Using your existing Base account What are the system requirements for Bas... Adding a new deal	Security 4 Articles View All How secure are Future Simple products? Do you backup my data? I lost my password. What now? Security FAQ	Payments 5 Articles View All Payments FAQ How much will I be billed after 50 free ... How do I change my subscription plan? How do I update my billing information? Where can I view my subscription invoice...

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