CRM Training Videos

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.

• An Introduction to the Sales Module

• An Introduction to the Marketing Module

• An Introduction to the Service & Support Module

• How to use our CRM System

• Import Data to your CRM

• How to Add an Account

• How to Add a Contact

• How to Add a User

• How to Upgrade your CRM

• Create Custom Fields

• Create Custom Dropdown Lists

• Run Reports from your CRM

• Marketing Module Introduction

• Create an Email

• Introduction to CRM Webinar

• Google Contacts Sync