Videos Archive - CRM Software & Online Contact Management

Contact Management

Learn how to customize the tabs on your Contact Cards.

Add contacts to the database.

Add a Picture to a Contact Card.

Validating your emails for better deliverability.

Use email autoresponders to automatically follow-up with clients.

Track the success of your individual emails and your email campaigns.

How to perform a group of actions at one time.

Contacts can text you their email to start an Email Autoresponder.

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

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

Learn how to add a Team Members.

Grant or Deny access for a team member to any part of the system.

This is the first video you should watch. This video will get you started.

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

Learn the different ways to navigate the system.