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CRM Account Overview

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CRM Account Overview

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In under 25 minutes, you’ll have a high-level overview on all of the features available within your CRM Account. This video walks through your CRM system to highlight where the features can be found and how to start working in your account.

To help navigate this video, here’s the timestamps of what we’ll be covering:

– CRM Dashboard (00:40)
– Group Organization (02:10)
– Contact Management and Reports (02:39)
– Marketing Automation (05:28)
– Automation Tools (10:01)
– Event/Calendar Management (13:44)
– Operational Tools (15:14)
– Website Management (18:01)
– Media Library (21:31)
– Helpful Resources (23:29)

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