CRM Software Support Center
INTRODUCTORY CRM 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

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Marketing Users
Introduction to Campaigns
Introduction to Drip Marketing

Sales Representatives
Introduction to Leads
Introduction to Accounts
Introduction to Contacts
Introduction to Forecasts
Introduction to Opportunities
Introduction to Product Catalog
Introduction to Google Contacts Integration

Sales Managers
Introduction to Leads Management
Introduction to Quote Management
Introduction to Contract Management
Introduction to Color Coding Technique
Introduction to Workflow Rules For Custom Taps

Customer Service and Support Representatives
Introduction to Cases
Introduction to Solving Cases
Introduction to Solutions
Introduction to Self Service Portal
Log a Call

Customer Service and Support Managers
Introduction to Case Management

All Users
Introduction to Reports
Introduction to Events
Introduction to Tasks Introduction to Project Management

  Education
CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
CRM Implementation Kit		 Training
Table of Contents
Fast Track Program
Online Training
Free CRM Trial
FAQ's		 Tutorials
Administrative
Export & Import
Introductory
Rollout
CRM Video Tutorials		 Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep
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