Video Tutorials


Learn by watching, step-by-step guides.

Setup

Video Library
Mobile App
Mobile App

Manage your business anytime, anywhere.

Category 2 Overview
Category 2 Overview

Create custom labels to further organize your contacts beyond the standard Categories.

Categories Overview
Categories Overview

Similar to Category 2 and Tags, Categories is a customizable way to segment your contacts.

Custom Fields Overview
Custom Fields Overview

Organize and store additional information specific to your needs or business processes.

Sources Overview
Sources Overview

Use sources to track where your contacts came from.

Tags Overview
Tags Overview

Organize your contacts with Tags.

Boards
Boards

Track client journeys and pipeline steps with customizable Boards.

How to Add a Contact
How to Add a Contact

Add contacts to the database.

Import Your Contacts
Import Your Contacts

Learn how to import contacts into your new CRM: manually or via CSV file.

Navigate the System
Navigate the System

Learn the different ways to navigate the system.

Customize the Dashboard
Customize the Dashboard

Custom build a Dashboard that tracks the things most important to your business.

Video Library
Popup Forms
Popup Forms

Create popup forms and gather leads from your website.

Text Messaging and Text-to-Join
Text Messaging and Text-to-Join

Allow customers to opt-in to your email and SMS marketing.

Add a Form to a Landing Page
Add a Form to a Landing Page

Collect new contact data by adding custom forms to your pages.

Email and Landing Page Editor
Email and Landing Page Editor

Create stunning email and landing page templates using our intuitive editor.

Opt-In Numbers for Texting
Opt-In Numbers for Texting

All the ways to opt in a phone number for texting.

Start a To-Do Plan on a Future Date
Start a To-Do Plan on a Future Date

Learn how you can start a to-do plan on a date in the future.

Using the Calendar
Using the Calendar

Learn the the daily, weekly, and monthly views to manage your schedule, appointments, and to-dos.

Monthly Newsletter
Monthly Newsletter

All about your monthly newsletter.

The Birthday Assistant
The Birthday Assistant

Use the Birthday Assistant to help you remember client birthdays or anniversaries.

The Agenda Assistant
The Agenda Assistant

Use the Agenda Assistant to get reminders of Appointments and To-Dos.

Workflow Automation
Workflow Automation

Set up triggers to initiate Workflows based on specific events.

Video Library
Related Contacts
Related Contacts

Connect related contacts within your database, such as family members or business partners.

Handle Duplicate Contact Records
Handle Duplicate Contact Records

How to eliminate duplicate Contact Records.

Add a Picture to a Contact Card
Add a Picture to a Contact Card

To personalize your database, add a photo to each contact record. Here’s how.

Enter a Second Mailing Address
Enter a Second Mailing Address

Learn what to do when a contact has two mailing addresses.

To-Dos Overview
To-Dos Overview

Create, assign, and manage to-dos for your contacts.

Notes Overview
Notes Overview

Keep track of important details and easily reference them.

Working With Your Contact Groups
Working With Your Contact Groups

What you can do with a group of contacts in Group Actions.

Working With Your To-Do List
Working With Your To-Do List

Easily complete, delete, reassign, and prioritize multiple tasks on your To-Do list with bulk actions.

Opt-In Contacts
Opt-In Contacts

Opt in contacts that have already given you permission to send email.

Sort and Segment Your Contacts
Sort and Segment Your Contacts

Use Categories and Tags to easily filter and segment your contacts.

Customize Your Contact List
Customize Your Contact List

Change the columns you see in your Contact List.

Contact Card Overview
Contact Card Overview

Learn how to customize the tabs on your Contact Cards.

Email Marketing

Video Library
Database Sharing Groups
Database Sharing Groups

Learn how sharing groups work.

Re-Assign Contacts
Re-Assign Contacts

The Account Owner can re-assign contacts from one Team Member to another. Here’s how.

Assign To-Do’s
Assign To-Do’s

Learn how to assign and delegate tasks to anyone in your shared database group.

Delete a Team Member
Delete a Team Member

How to remove someone from your Team.

Add a Team Member
Add a Team Member

Learn how to add a Team Members.

Team Member Permissions
Team Member Permissions

Grant or deny access for a Team Member to any part of the system.

Sharing Templates
Sharing Templates

Learn how to share email and letter templates across the team.

Team Overview
Team Overview

Start here to learn about how you can use the Team functionality.

Team

Video Library
Refer-a-Friend
Refer-a-Friend

Tell a friend about AllClients and get a reward!

Print Mailing Labels Like a Pro
Print Mailing Labels Like a Pro

Properly align your mailing labels with the page scaling option.

Deals Overview
Deals Overview

Start here to learn how the Deals module works.

Setting Up Deals
Setting Up Deals

Advanced training on how to set up and use Deals.

Reset Your Password
Reset Your Password

Help resetting your password.

Referral Trees
Referral Trees

Helping you identify top referrers and potential referral opportunities.

Import Notes
Import Notes

Follow these instructions to efficiently import notes associated with your contacts.

File Attachments
File Attachments

How to attach files to a Contact Card.

Workflows in Deal Stages
Workflows in Deal Stages

Boost your efficiency and accuracy by automating your deal workflows.

Save Advanced Searches to the Dashboard
Save Advanced Searches to the Dashboard

Save your searches for quick access.

Pinning Important Notes
Pinning Important Notes

“Pin” important notes to the Contact Card.

Call for Info
Call for Info

Your own 24/7 Free Recorded Message System.

Organize Using Folders
Organize Using Folders

Quickly find library items with the help of Folders.

General

Automation

Video Library
Send Autoresponder Emails to a Fulfillment House
Send Autoresponder Emails to a Fulfillment House

Send autoresponder emails to someone other than the contact.

Email Sending Domain
Email Sending Domain

Set up your custom email sending domain, free with your AllClients account.

Intelligent Link Tracking
Intelligent Link Tracking

Trigger workflows based on the links clicked in your emails.

Blast Out an Email to Multiple Contacts
Blast Out an Email to Multiple Contacts

Plan ahead – schedule your blast to go out later.

How to Create and Send Emails
How to Create and Send Emails

Use our pre-built templates or design your own with our simple drag and drop editor.

Real-Time Email Analytics
Real-Time Email Analytics

Track the success of individual emails and email campaigns.

Permission Based Email
Permission Based Email

Learn how to opt-in contacts and maintain a healthy email list.

Email Autoresponders
Email Autoresponders

Use email autoresponders to automatically follow up with clients.

Beautiful Responsive Email Templates
Beautiful Responsive Email Templates

Customize our sample email templates or learn how to create your own.

Include the Secondary Contact in Your Email Blasts
Include the Secondary Contact in Your Email Blasts

Send email blasts to the primary and secondary email.

Personalize Your Emails and Letters with Mail Merge
Personalize Your Emails and Letters with Mail Merge

Use Mail Merge tokens to automatically insert your contacts' information into your documents.

Email Validation
Email Validation

Validating your emails for better deliverability.

Contact Management