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The CRM Training Manual can be downloaded by chapter from the table below:

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CRM Manual Chapter  Description  File Size 
Chapter 1 Introduction  3.4MB
Chapter 2 Keeping Track From Home  4.8MB 
Chapter 3 Client Management 3.5MB 
Chapter 4 Opportunities  1.0MB 
Chapter 5 Marketing 5.2MB
Chapter 6 Policy  3.3MB 
Chapter 7 Endorsements  3.6MB 
Chapter 8 Binders  2.1MB 
Chapter 9 Nexsure Certificates  6.1MB
Chapter 10 Auto ID Cards  1.0MB
Chapter 11 Claims  1.9MB 
Chapter 12 Audits  1.0MB
Chapter 13 Re-Marketing Policies  1.6MB 
Chapter 14 Renewing Policies 1.7MB
Chapter 15 Cancellations  2.4MB 
Chapter 16 Actions 3.7MB 
Chapter 17 Attachments  3.5MB 
Chapter 18 Invoicing  3.2MB
Chapter 19 Miscellaneous  3.8MB 
Chapter 20 Reports  3.7MB 
Chapter 21 Download, Manual Import and Rating Import/Export  1.9MB 
Chapter 22 Nexsure Colors and Definitions  1.7MB