SymplastCRM Onboarding Course

This is just a quick guide to help you get started with the basics and your initial login. For more updated and in-depth tutorials, head over to the Learning tab in our community — you’ll find everything you need there!

How to login to SymplastCRM

for the first time

Next steps after logging in

to SymplastCRM

Intro: Quick Start

Onboarding Course

How to add staff members,

Reset Password, and

customize notifications

Managing the inbox, Sending SMS, making calls and filtering the inbox

Simple Symplast Pipeline Tutorial

Create a CRM Contact

from Symplast EHR

Creating a Patient & Appt in Symplast, then adding the opportunity in CRM

Reputation Management

Workflow Walkthrough

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