User Videos

Use the links below to jump to a specific video.

• Full Video Tutorial
• Preferences and Notifications
• Adding a Contact
• Accessing Leads
• Searching for Contacts
• Sorting and Filtering
• Working a Lead
• Using Milestones and Statuses
• Using Quick Actions
• Neglected Leads
• Using Opportunities
• Using Workflow
• Using the Shark Tank

Full Video Tutorial

 

Preferences and Notifications

 

See Full Article

Adding a Contact

 

See Full Article

Accessing Leads

 

See Full Article

Searching for Contacts

 

See Full Article

Sorting and Filtering Lists

 

See Full Article

Working a Lead - Best Practices

 

See Full Article

Using Milestones and Statuses

 

See Full Article

Using Quick Actions

 

See Full Article

Neglected Leads

 

See Full Article

Using Opportunities

 

See Full Article

How to Work with Workflow

 

See Full Article

Using the Shark Tank

 

See Full Article