Articles in this section

• Web Dashboard / Simple CRM Training Video & Overview
• Admin/Manager - Training videos on how to set up/customize your program through the dashboard/CRM.
• Overview of the CRM/Dashboard
• Different views of the Dashboard/CRM
• How to set up a "What is a good lead?" program on your dashboard/CRM video.
• Multiple pipelines/Campaigns video
• Training video on how to Customize Sale Cycle Stages
• How to customize fields in the Dashboard/CRM video
• How to Switch Between Pipelines/Campaigns
• Setting up your rewards program video