Video Tutorials

Managing Your Contacts


Marketing: Texting Opt-In

All the ways to opt in a phone number for texting. Embed This Video – You can copy and paste this HTML into another web

Email: Email Validation

Validating your Emails for Better Deliverability Embed This Video – You can copy and paste this HTML into another web page.

Email: Email Blast Analytics

How to view and use the Analytics from your Email Blasts. Video Transcript To see the Analytics for one of your Email Blasts, go to

Team: Assign To-Dos

Here is how you will assign to-dos to your team members. Video Transcript You can assign To-Dos to anyone in your database sharing group. In

Team: Share Templates

Learn how to share email and letter templates across the team. Video Transcript Let’s talk about sharing templates with other team members. When I say

Deals: Action Sets in Deal Stages

Add structure and consistency into your workflow by using automation in your deals. Video Transcript When your Deals move from one stage to the next,

Deals: Deals Overview

Start here to learn how the Deals module works. Video Transcript The Deals Tracking System allows you to manage your sales and your sales pipeline

How Do I...

How Do I… Refer-A-Friend

Tell a friend about AllClients and get a reward Video Transcript Here at AllClients, we have a Refer- A- Friend Program. If you’re using the