Admin Videos

Use the links below to jump to specific videos: 

Full Video Tutorial

Setting up your account

• Adding Users
• Preferences and Notifications
• Setting up Folders
• Using & Customizing Dispositions (Milestones & Statuses)
• Using & Customizing Quick Actions
• Connecting your VOIP Phone
• Creating Email Templates

Adding Leads and Contacts

• Adding a Contact
• Setting up Web Lead Providers
• Importing a List
• Creating a Web Form

Workflow Automation

• Workflow 101: Getting Started
• Workflow 102: Customizing your Process

Customizing Blitz

• Customizing Column Headers
• Default Displayed Columns
• Customizing Column Types
• Sales Opportunity Settings
• Call Scripts
• Questions
• Privacy Settings
• Customizing Actions
• Integrating with eAgent

Full Video Tutorial

 

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Setting up Your Account

Adding Users

 

See Full Article

Preferences and Notifications

 

See Full Article

Setting up Folders

 

See Full Article

Using & Customizing Dispositions (Milestones & Statuses)

 

See Full Article

Using & Customizing Quick Actions

 

See Full Article

Connecting your VOIP Phone

 

See Full Article

Creating Email Templates

 

See Full Article

---

Adding Leads and Contacts

Adding a Contact

 

See Full Article

Setting up Web Lead Providers

 

See Full Article

Importing a List

 

See Full Article

Creating a Web Form

 

See Full Article

---

Workflow Automation

Workflow 101: Getting Started

 

See Full Article

Workflow 102: Customizing your Process

 

See Full Article

---

Customizing Blitz

Customizing Column Headers

 

See Full Article

Default Displayed Columns

 

See Full Article

Customizing Column Types

 

See Full Article

Sales Opportunity Settings

 

See Full Article

Call Scripts

 

See Full Article

Questions

 

See Full Article

Privacy Settings

 

See Full Article

Customizing Actions

 

See Full Article

Integrating with eAgent

 

See Full Article