Training Videos

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Note: For best results, adjust video to FULL SCREEN after it begins playing on your computer. Usually you can do this by holding the ALT key down and pressing the ENTER key.

Basic Training Video

Internet Explorer Settings - must be completed for proper operation!

McAfee settings - if you're using McAfee, you must adjust these settings for proper operation.

Admin and Customization

• Creating Fields and Screen Layout Design - PC Mac
• Security Settings (controlling access to contacts, etc.)

Managing Contacts

• Add a Contact - PC Mac
• Lookup a Contact - PC Mac
• Add a Note to a Contact - PC Mac
• Attach a File to a Contact - PC Mac
• Add a New Sales Opportunity - PC Mac
• View the Contact List - PC Mac
• View Contact's Map - PC Mac
• Import a List of Contacts - PC Mac
• New Import Feature: Click here

Manage Activities

• View the Task List - PC Mac
• View the Calendar - PC Mac
• Add an Activity - PC Mac
• Add a Recurring Activity - PC Mac
• Complete an Activity - PC Mac
• Manage Alarms - PC Mac
• Rollover Activities - PC Mac
• NEW Log-A-Call: Click Here

Marketing Automation

• Create an Activity Series - PC Mac
• Schedule an Activity Series - PC Mac
• Create an E-Mail Template - PC Mac
• Use E-Mail Templates - PC Mac
• Use Letter Templates - PC Mac
• Email Documents from the
  Library Tab - PC Mac

Reporting

• Create an Activity Report - PC Mac
• Create a Contact Report - PC Mac
• Create a Notes/History Report - PC Mac
• Manage Groups - PC Mac
• Create Sales Reports - PC Mac
  

PLEASE NOTE REPORTS ICON REVISION:
All reports have been combined into one icon on the left side toolbar. Hover over the icon and choose the report you wish to run:

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