Quick & Helpful How-To Videos & Tutorials
on Setting Up & Using SpitFire CRM

Getting Started

Getting Started Overview

Email Setup

Connect Your Email Account

Create Email Templates

Receiving Payments

Accept PayPal & Credit Card Payments

Contacts

Contacts Overview

Import Contacts

Create Contact Tags and Fields

Send an Email to a Contact

Send a Group Email

Invoicing

Add Your Logo

Change Invoice Numbering

Create an Invoice

Create a Recurring Invoice

Add Taxes on Invoices

Setup Unpaid Invoice Reminders

Send an Invoice to Multiple Contacts

Add Custom Invoice Notes

Setup Rate Guidance for Faster Estimates

"I'm getting an error message when saving an invoice"

Transactions

Manage Transaction Categories

Add Transactions

Import Transactions

Tasks

Create a Task or Touch Reminder

Billing

How do I update my billing info?

Other

How do I merge duplicate names?

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