Navigation
  • Handle CRM
    • Overview
    • Best Practices
    • CRM Framework
    • Integrations
      • EQUIP Integration
      • PFW Integration
      • JDQuote2 Integration
      • Sales Center (JDSC) Integration
      • Machine Finder Pro (MFPro) Integration
      • LDAP OAuth Integration
      • Exchange/Outlook Integration
      • Google Calendar/Contacts Integration
      • VoIP (JTAPI and Generic) Integration
      • Google Drive (Media) Integration
      • Send to MailChimp
    • Forms (templates)
    • Licensing Agreement
    • User License (Enterprise vs. Full)
    • Server License
    • Hardware Setup & Requirements
    • Software Requirements
    • Browsers / Devices
    • Dealer Business System
    • Integrations
    • Implementation Timeline
  • Getting Started
    • Administration
    • Navigation Desktop
    • Navigation Mobile
    • Advanced Search (Basics)
    • Advanced Search (Reporting)
    • Entering Activity
    • Accounts (Customers & Prospects)
    • Deal Management
    • Support Center
    • Inventory Management
    • Target Marketing
    • Agent (VoIP)
    • Customer Portal
  • Updates
  • Newsletters

Handle Setup

  1. Implementation Timeline
  2. Licensing Agreement
    1. Server License
    2. User License
  3. Hardware Setup & Requirements
  4. User Setup
  5. Software Requirements
  6. Compatibility (Browsers & Devices)
  7. Dealer Business System
  8. Handle Integrations
customertraxHandle Setup05.18.2017
Toggle the Widgetbar