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

• Create Custom Data Tables/Grids

• Create an Opportunity

• How to add Tasks and Activities

• How to Run Reports

• Marketing Module Introduction

• Create an Email

• Google Contacts Sync

• Introduction to CRM Webinar

• Managing your CRM Reports Webinar