Learn more with our CRM Training Videos
Our CRM training videos have been designed to help you find your way around the CRM system and start using new features.
Click the title or image below to go to the video and support information on the Support Hub.
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How to use our CRM System
An introduction to our CRM system
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Import Data into your CRM
How to upload data into your CRM system from a spreadsheet or a csv file
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Google Contacts Sync
How to sync your CRM with Google Contacts and Android smartphones
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Create Custom Fields
Learn how to create Custom Fields in your CRM
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Create custom Dropdown Lists
Learn how to create custom dropdown lists in Custom Fields
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Run Reports from your CRM
Learn how to run Listing Reports in your CRM system
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Marketing Module Introduction
An overview of the Email Marketing module
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Create an Email
How to create an email or newsletter in the Email Editor
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Introduction to CRM Webinar
Watch a recording of one of our past CRM Webinars