Welcome to Your New CRM
You’ve just unlocked a powerful system to manage your contacts, conversations, appointments, and opportunities.
In this video, you’ll be guided through every aspect of your new CRM, starting with how to log in and complete two factor authentication, then exploring your customizable dashboard and date filters. You’ll see how to navigate the sidebar menu to access conversations and learn how to send and manage messages, snippets, and templates.
Next, you’ll dive into the calendar, where you can view and book appointments in both calendar and list formats, set availability, and customize notifications. You’ll then explore contacts and discover how to add, search, and manage contact records, followed by a walkthrough of opportunity pipelines, including how to move deals through stages and create new pipelines.
Finally, you’ll review the settings area to update your business and personal profiles, manage billing and staff permissions, and configure tags. By the end, you’ll have a complete understanding of how to use each CRM component to streamline your workflow.
Training Video Table of Contents
| Time | Section |
|---|---|
| 00:00 – 00:07 | Introduction & Login |
| 00:07 – 00:24 | Two-Factor Authentication |
| 00:24 – 01:17 | Dashboard Overview |
| 01:17 – 01:54 | Sidebar Navigation & Multiple Businesses |
| 01:54 – 04:11 | Conversations Panel |
| 04:11 – 04:15 | Transition to Calendar |
| 04:15 – 06:44 | Calendar View & Booking Appointments |
| 06:44 – 07:22 | Appointment List View & Settings |
| 07:22 – 08:16 | Calendar Availability & Advanced Setup |
| 08:16 – 10:06 | Editing Calendar & Customizations |
| 10:06 – 10:55 | Calendar Preferences & Connections |
| 10:55 – 11:03 | Transition to Contacts |
| 11:03 – 12:35 | Contacts Overview |
| 12:35 – 12:40 | Transition to Opportunities |
| 12:40 – 14:41 | Opportunity Pipelines |
| 14:41 – 16:04 | Pipeline Management |
| 16:04 – 16:07 | Transition to Settings |
| 16:07 – 18:22 | Settings, Billing, Staff & Tags |
| 18:22 – 18:33 | Closing & Support Info |
Thank you for taking the time to go through this CRM training. If you have any questions, need help setting things up, or run into challenges along the way, don’t hesitate to reach out. We’re here to support your success.
If you do not yet have access to your account or would like to set up a new account contact us.