CRM Tutorial Videos

Need some CRM training and help? Our non-techie, CRM tutorial videos show you how to use the key CRM features.


Creating an Email in the Simple Marketing Tool

Use our Simple Marketing tool to create and send great-looking emails then track your engagement levels.

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Creating an Email in the Advanced Marketing Tool

Create professional looking email newsletters, add them to a marketing campaign, segment your database, then schedule to send.

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Create and Use Consent Lists

Use Mailing & Consent Lists to collect and record consent from your contacts to receive your digital marketing.

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