Using Tribe CRM in 6 Simple Steps: End-User Training

The videos are short, practical, and designed for end users. They guide you through the most important parts of the system, including navigating Tribe, managing relations, following up with tasks and appointments, handling e-mail communication, and using dashboards to stay in control of your work.

We recommend watching the videos in the suggested order and taking time to practice along the way. Tribe works best when it’s used consistently, and these videos focus on helping you understand how to work with the system in your day-to-day activities.

A clear overview starts with knowing where to look. In this step, you learn how navigation in Tribe is structured, from your workspace and dashboards to relationships and settings. Understanding this structure helps you find information quickly, keep the system organized, and work efficiently without unnecessary complexity.

Relationships are the foundation of working in Tribe. In this step, you learn how organisations and persons are structured, how relationship types define the information you capture, and how to create and link relationships correctly. This

ensures your data stays accurate, avoids duplicates, and remains accessible for everyone in your team.

Tasks help keep work organized and follow-ups on track in Tribe. Here, you learn how to create, assign, and link tasks to relations and activities, so every action has context and responsibility is clear. Completing tasks keeps your work visible to the team and ensures nothing gets forgotten.

Appointments help structure meetings and follow-ups in Tribe. This is an important step: you will learn how to schedule appointments, link them to relations and activities, and keep them visible in the calendar. By capturing notes and follow-up actions, appointments ensure agreements are clear and shared across the team.

Emails keep communication connected and transparent in Tribe. You’ll learn how to send, archive, and link emails to the right relations and activities, ensuring all correspondence is stored in one central place. This approach prevents information from being lost and gives the team a complete view of every relationship.

Dashboards give you a clear overview of key information in Tribe. You’ll discover how dashboards, widgets, and views work together to highlight what matters most, helping you stay focused and productive. Customizing and exploring dashboards ensures your workflow is efficient and aligned with your team’s needs.

Understanding why certain choices are made in your CRM setup is just as important. For that reason, we recommend reaching out to the internal owner of your CRM for additional context and guidance.

Use this article as your go-to reference whenever you need a quick refresher or when onboarding new colleagues. It’s designed to support you throughout your journey with Tribe and help you build confidence in using the system.

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