Videos Extra

• Maintenance Functions

  • How to export all customer records 0:36

  • How to merge customer records 1:00

  • How to bulk import customer records 1:24

  • How to setup Client details 1:00

  • How to setup staff accounts 1:00

  • How to login 0:42

• Creating, Finding Customer Records

  • How to Find a Customer record, change address and add a note 0:47

  • How to find a Customer record in more detail 1:08

  • How to Add a new Customer in Detail 1:43

• Pipeline

  • How to setup the Pipeline 1:00

  • How to enter Opportunities into your Pipeline 1:00

• Appointments

  • How to View and Report on Appointments 2:14

• Market Segments

  • How to setup Market Segments 1:00

  • How to report on Market Segments 1:00

• Surveys

  • How to test a survey set of questions 0:28

  • How to extract survey data 0:57

  • How to setup a Survey questions 0:49

  • How to setup a Survey 0:45

  • How to View and Report on Appointments 2:14