AIM CRM

Discover the full potential of Altvia’s AIM CRM. Whether you’re a seasoned user or just getting started, we’re here to assist you in maximizing the value of our platform.

Articles

Reports and Dashboards

How to Create a Report to Display History of Changes Made to Records

How to Export Reports to Excel

How to Create Reports and Charts

How to Create a Link or Button that Sends You to a Dynamic Salesforce Report

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Data Management

Anatomy of a Record

How to Configure State and Country Picklists

How to Export Data from AIM

How to Merge Accounts

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Tearsheets

How to Generate Tearsheets in AIM

MFA

How to Enable MFA for Users: An Admin User Guide

How to Enable MFA for User Accounts: A User Guide

Interactions

How to Leverage Your Data in AIM by Reporting on Interactions

How to Use Email to Salesforce (E2SF) to Create Interactions and Interaction References

AIM Interactions and Interaction References – Everything You Need To Know

How to Send Notifications after Creating an Interaction

Email Plugin

How to Install the Salesforce Gmail Integration

How to Install the Salesforce Outlook Integration

Features of the AIM Inbox Home Bar

User Guides

Interactions

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AIM CRM Training

Learn the basic workflows and data model in the AIM CRM.

GET STARTED WITH AIM CRM

New User to AIM

Self-paced Training Module

REPORTING

Create Reports in the AIM CRM

Self-paced Training Module

DASHBOARDS

Create Dashboards in the AIM CRM

Self-paced Training Module