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Informational Videos

AI Email Feature
Learn how to personalize and adjust reports for your team's specific data tracking needs.
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System Instant Navigation
Explore how to navigate the system faster and locate opportunities with QuickNav.
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Creating Pipelines
Walk through building and customizing sales pipelines to match your process.
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Adding Licenses
Discover how to allocate, assign, and manage user licenses effectively.
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Account Types and Statuses
A quick guide to setting up custom account types and managing status workflows..
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Using Tags
See how to create and apply tags to organize accounts and streamline filtering.
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Customized Reporting
Learn how to personalize and adjust reports for your team's specific data tracking needs.
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AI Email Feature

Instant Navigation and Opportunity QuickNav

Creating Pipelines

Adding Licenses 

Creating Account Types and Statuses 

Adding and Using Tags

Informational Articles

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