CRM Software Support Center
CRM SOFTWARE TUTORIALS  

Rollout Guide
Preparing Your Company
Configuring Your Organization
Rollout

Data Migration Guides
Exporting Your Data
Importing Your Data
Getting Started
Using the Import Wizard
Using CSV Files
Importing Your Data
Mapping your CSV File

Introductory Tutorial
Accounts
Cases
Campaigns
Drip Marketing
Managing Cases
Events
Solving Cases
Contacts
Forecasts
Leads
Leads management
Opportunities
Quote Management
Contract Management
Color Coding Technique
Product Catalog
Self Service Portal
Reports
Solutions
Tasks

Administrative Tutorial
Administrator Introduction
User & Role Administration
Creating Roles
Role Data Fields
Managing Users
Creating Users
User Data Fields
Managing User Accounts
Editing User Accounts
Changing User Passwords
User Login History
Administration Console
Security and Access Settings
Disk Storage
Customize Selection Lists

Salesboom.com's Tutorials and Guides

Salesboom.com's set of tutorial's and guides are here to help you learn all you need to know about deploying, setting up and using Salesboom.com We're with you every step of the way to ensure that your organization is up and running quickly and efficiently.

  1. Administrative Tutorial: This tutorial is designed to help System Administrator's learn how to manage salesboom.com for your entire organization. Learn how to set up your organization's role hierarchy, create and administer user accounts and set up security and access settings. This tutorial includes everything a System Administrator needs to know in order to successfully administer Salesboom.com for their organization.
  2. Introductory Tutorial: Before beginning to work with your organization's data, we recommend you step through our introductory tutorial to help familiarize yourself with the tools and features of salesboom.com Use the tutorial to help you step through tasks you would perform in a typical day at your office.
  3. Export / Import Guide: Your organization's data needs to be exported from its current location and then imported into your Salesboom.com organization. The Importing and Exporting guides will answer all of your questions and explain everything you need to do in order to migrate your organization's data safely into Salesboom.com
  4. Rollout Guide: Using Salesboom.com requires much more than just logging in and setting things up. You need a plan and we have one for you. Our Rollout Guide has taken the entire rollout process and split it up into easy to follow steps.

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