Getting Started
This is the first video you should watch. This video will get you started.
Video Tutorials
Menu
Managing Your Contacts
Navigating the System
Learn the different ways to navigate the system.
Contact Management
A detailed tour of the contact record screens.
Marketing
Workflow Automation
How to perform a group of actions at one time.
Texting Opt-In
All the ways to opt in a phone number for texting.
Working with the Email and Letter Editor
Tips for creating templates.
Email Validation
Validating your emails for better deliverability.
Blast Out an Email to Multiple Contacts
Plan ahead – schedule your blast to go out later.
Send Autoresponder Emails to a Fulfillment House
Send autoresponder emails to someone other than the contact.
Team
Team Member Permissions
Grant or Deny access for a team member to any part of the system.
Assign To-Dos
Here is how you will assign to-dos to your team members.
Share Templates
Learn how to share email and letter templates across the team.
Deals
Workflows in Deal Stages
Add structure and consistency into your workflow by using automation in your deals.
Setting Up Deals
Advanced training on how to set up and use Deals.
Deals Overview
Start here to learn how the Deals module works.
How Do I...
How Do I… Organize Using Folders
Quickly find library items with the help of Folders.
How Do I… Customize the Contact Card
Learn how to customize the tabs on your Contact Cards.
How Do I… Refer-A-Friend
Tell a friend about AllClients and get a reward!
