Video Training

Here are video tutorials on how to do common tasks with our CRM

Dashboard Overview

[videojs mp4=”https://405mediagroup.com/wp-content/uploads/2015/02/405-Dashboard-overview.mp4″ width=”620″ height=”349″]

Introducing Our System’s Help Center

[videojs youtube=”https://www.youtube.com/watch?v=IVIkxlV38Cw” width=”620″ height=”349″]

How To Add A Contact

[videojs mp4=”https://405mediagroup.com/wp-content/uploads/2015/02/405-Add-contact.mp4″ width=”620″ height=”349″]

How to Sort Your Contacts in Our System

[videojs youtube=”https://www.youtube.com/watch?v=n2gNDYPGNCQ” width=”620″ height=”349″]

How do I use the CRM Calendar?

[videojs youtube=”https://www.youtube.com/watch?v=LhFXjgGVHC8″ width=”620″ height=”349″]

Sync your Outlook/Google calendar with your CRM calendar!

[videojs youtube=”https://www.youtube.com/watch?v=lCrTCufWmKw” width=”620″ height=”349″]

Setting Up Your Default Email Address in our system

[videojs youtube=”https://www.youtube.com/watch?v=AU7AKtU2ALA” width=”620″ height=”349″]

How To Schedule A Meeting With a Lead in Our System

[videojs youtube=”https://www.youtube.com/watch?v=OLPeGa4iR7U” width=”620″ height=”349″]

View the history with your client in our system!

[videojs youtube=”https://www.youtube.com/watch?v=Rx8Wj3H6qPA” width=”620″ height=”349″]

What is a workflow and how do I create one?

Sending an Email From Our System to a single Contact

[videojs youtube=”https://www.youtube.com/watch?v=wqJJAhAdbj8″ width=”620″ height=”349″]

How to Save an email for later use

[videojs youtube=”https://www.youtube.com/watch?v=h_0AUqyBRTw” width=”620″ height=”349″]

Sending a “Broadcast” Email (such as a newsletter)

[videojs youtube=”https://www.youtube.com/watch?v=IAMJyoj59RA” width=”620″ height=”349″]

Want to know who read your email?

[videojs youtube=”https://www.youtube.com/watch?v=SWsldUl2n84″ width=”620″ height=”349″]

Importing Contacts From A Spreadsheet into Our System

[videojs youtube=”https://www.youtube.com/watch?v=aO6M7EdY5xk” width=”620″ height=”349″]

Set your lead scoring, and find your hot leads.

[videojs youtube=”https://www.youtube.com/watch?v=klXo4tL_SfI” width=”620″ height=”349″]

How to find all the activities you have set.

[videojs youtube=”https://www.youtube.com/watch?v=l1Y4_KYBpVo” width=”620″ height=”349″]

Testing your emails. Which ones are working, and which aren’t?

[videojs youtube=”https://www.youtube.com/watch?v=-p2f-SwGT9Y” width=”620″ height=”349″]

Creating a newsletter inside the CRM

[videojs mp4=”https://405mediagroup.com/wp-content/uploads/2015/02/405-Creating-a-Newsletter-1.mp4″ width=”620″ height=”349″]

Find out what your new leads and prospects are interested in

[videojs youtube=”https://www.youtube.com/watch?v=R4hjWPQwn84″ width=”620″ height=”349″]

Creating A Great First Impression

[videojs mp4=”https://405mediagroup.com/wp-content/uploads/2015/02/405-Creating-a-great-first-impression.mp4″ width=”620″ height=”349″]

Asking your current clients for referrals

[videojs youtube=”https://www.youtube.com/watch?v=TMIrQp0_Sw8″ width=”620″ height=”349″]

Turn your “Tire Kickers” Into cold hard cash using the CRM

[videojs mp4=”https://405mediagroup.com/wp-content/uploads/2015/02/405-Tire-kickers.mp4″ width=”620″ height=”349″]