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How-to videos

Admin Tutorials | Account Settings: 
  • Introduction to the Account Settings
  • User and Team Management
  • Deal Stages/Pipelines/Won and Loss Reasons
  • Custom Fields/Groups
  • Add/Edit Forms
  • Tasks Events/Templates
  • Person Statuses and Tags
  • Sources
  • Revenue Types
  • Activity Types
  • Integrations
  • API
  • Automations
  • Colors and Branding
  • Currencies

General User Tutorials:

  • Import with Ease
  • Pipeline: Smart Selling Made Simple
  • Adding Companies
  • Add a Deal
  • Add a Person
  • People, Companies and Deals
  • Lists
  • Send an email campaign
  • How-to Align Images in Your Email
  • Activity Reports
  • My Profile
  • Get Geeky & Create Cool Reports
  • Post Sale Customer Management
  • Excel Demo

Get started by watching our Pipeline overview training video:

Last updated on January 27, 2023

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  • Training
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