CRM Software Online Resources

Become a CRM expert. To get started, select an online training category.

OnContact Versions 7 & 8 Resources

Recently Added

Our CRM team regularly adds new online training videos, tutorials and guides to our growing CRM resources. Check out what’s new here.

MANUALS & GUIDES

TRAINING VIDEOS

Lead Scoring - CRM video training
LEAD SCORINGAutomate your lead qualification process so quality leads receive proper attention
How to track website visitors with OnContact CRM
TRACK WEBSITE LEADSLink your website with OnContact and start tracking visitors
How to use OnContact CRM Web Form Integration on a Landing Page
WEB FORM INTEGRATIONUse the OnContact lead form on your site to collect leads in CRM
how to send a mass email to a communication list
SENDING MASS EMAILSSchedule and send an email using a communication list
How to remove custom columns in OnContact CRM Software
REMOVE CUSTOM FIELDSRemove custom columns from the main screen and undo custom changes
How to show custom fields in search results
SHOW CUSTOM FIELDS IN SEARCHESShow a custom header in search results
Adding Custom Fields in OnContact CRM
ADDING CUSTOM FIELDSAdd custom header fields with extended properties
Adding existing fields to header screens video training
ADDING EXISTING FIELDSAdd existing header fields to main screens
Recovering hidden header fields video
RECOVER HIDDEN FIELDSRecover hidden header fields on main screens

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How to hide header fields in OnContact CRM
HIDE HEADER FIELDSHide header fields on main screens
How to rearrange header fields in OnContact CRM
REARRANGE HEADER FIELDSRearrange header fields on main pages
Incident screen overview in OnContact CRM software
INCIDENT SCREEN OVERVIEWOverview of the incident edit page features
Review the opportunity screen in OnContact CRM
OPPORTUNITY SCREEN OVERVIEWOverview of the opportunity page features
Review the contact screen in OnContact CRM
CONTACT SCREEN OVERVIEWOverview of the contact edit page features
Review the company screen in OnContact CRM
COMPANY SCREEN OVERVIEWOverview of the company edit page features

CRM Setup

This section is great for administrators or anyone who wants to learn how to setup and customize OnContact CRM Software. These videos and documentation will show you how to add new users and custom fields, import data, setup products, make system customizations and more.

TRAINING VIDEOS

  • ADMINISTRATORS & GENERAL SETUP:
How to add a new user in OnContact CRM software
ADD A NEW USERLearn how to add a new user in CRM
How to reset a user password in OnContact CRM software
RESET USER PASSWORDReset or change a user's password
How to add and manage action codes video
ADD NEW ACTION CODESSetup, add and manage new action codes
How to use the product interest field video in OnContact CRM software
PRODUCT INTEREST FIELDKeep track of the most popular products and services
  • DATA IMPORTS & EXPORTS:
Learn how to import data into OnContact CRM 8
IMPORTING DATA (V8)Import data into OnContact CRM 8
how to import data into OnContact CRM 7 video
IMPORTING DATA (V7)Import data into OnContact CRM 7
how to prepare a spreadsheet for importing data into OnContact CRM video
PREPARE SPREADSHEET FOR IMPORTINGFormat your import with our template
How to run the OnContact De-duplication utilities and merge duplicate records
RUN DEDUPLICATION UTILITYRun the deduplication utility to remove duplicates and merge records
  • CUSTOMIZATION:
How to show custom fields in search results
SHOW CUSTOM FIELDS IN SEARCHESDisplay a custom header in search results
Adding Custom Fields in OnContact CRM
ADD CUSTOM FIELDSAdd custom header fields using extended properties
How to remove custom columns in OnContact CRM Software
REMOVE CUSTOM FIELDSRemove custom columns from the main screen
Adding existing fields to header screens video training
ADDING EXISTING FIELDSAdding existing header fields to main screens
Recovering hidden header fields video
RECOVER HIDDEN FIELDSRecover hidden header fields on main screens
How to hide header fields in OnContact CRM
HIDE HEADER FIELDSHide header fields on main screens

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How to rearrange header fields in OnContact CRM
REARRANGE HEADER FIELDSRearrange header fields on main pages

Getting Started

New to OnContact CRM software? This is a great place to start. We cover the basics of using the application, adding new companies and contacts and creating new alerts and opportunities.

TRAINING VIDEOS

  • GETTING STARTED OVERVIEW:
Getting Started Part 1 Video
GETTING STARTED PART 1An overview of the OnContact workspace
Getting started part 2 video
GETTING STARTED PART 2Add, edit and merge records in OnContact
company screen overview video
COMPANY SCREEN OVERVIEWOverview of the company edit screen
Contact screen overview video
CONTACT SCREEN OVERVIEWOverview of the contact edit screen
Review the opportunity screen in OnContact CRM
OPPORTUNITY SCREEN OVERVIEWOverview of the opportunity page
How to add a new contact in OnContact CRM
ADD NEW CONTACTAdd a new contact to a company
How to add a new company in OnContact CRM
ADD NEW COMPANYAdd a new company in OnContact CRM
How to add to favorites in OnContact CRM software
ADD TO FAVORITESBookmark a CRM record for quick access
How to manage your to-do list in OnContact CRM
MANAGE TO-DO LISTCreate a to-list and manage activities

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How to create a new alert in OnContact CRM software
CREATE NEW ALERTCommunicate using alert messages
  • SEARCHES & DASHBOARDS:
How to use quick search in OnContact CRM video
USING QUICK SEARCHUse quick search to locate a record
How to use the new company search in OnContact CRM video
NEW COMPANY SEARCHQuickly locate the company you need
How to change dashboards and filters in OnContact CRM video
DASHBOARDS & FILTERSCustomize your dashboards & filters
How to create and use saved searches
CREATING SAVED SEARCHESCreate and use saved searches

Sales

Efficiently manage your customers, sales, opportunities and leads.

TRAINING VIDEOS

Add a new opportunity in OnContact CRM Software
ADD NEW OPPORTUNITY Create an opportunity and link it to a contact and company
Send-mass-email-video
SEND MASS EMAILSend a group email to your contacts
Review the opportunity screen in OnContact CRM
OPPORTUNITY SCREEN OVERVIEWOverview of the opportunity page
How to use the product interest field video in OnContact CRM software
PRODUCT INTEREST FIELDKeep track of the most popular products and services
How to manage your to-do list in OnContact CRM
MANAGE TO-DO LISTCreate a to-list and manage your activities
lead tracking in OnContact CRM software
LEAD TRACKING Add leads and track them throughout the prospecting process

Marketing

Create targeted marketing campaigns, use social media and email marketing to reach more customers, and learn about our marketing automation software features like web form integration, web visitor tracking and lead scoring.

MANUALS & GUIDES

MARKETING & CAMPAIGNS

TRAINING VIDEOS

  • INTEGRATING YOUR WEBSITE WITH ONCONTACT:
How to track website visitors with OnContact CRM Marketing Automation software
TRACK WEBSITE LEADSPart 1: Link your website with OnContact and track visitors
How to use web form integration, part of OnContact's marketing automation software
WEB FORM INTEGRATIONPart 2: Gather data from your website visitors with the OnContact Lead Form
How to use OnContact CRM's lead scoring functionality
LEAD SCORINGPart 3: Automate your lead qualification process by scoring leads
  • MARKETING AUTOMATION & EMAILS:
lead tracking in OnContact CRM software
LEAD TRACKING Add leads and track them throughout the prospecting process
OnContact CRM email designer
EMAIL DESIGNERCreate professional emails and email templates
how to send a mass email to a communication list
SENDING MASS EMAILSSchedule and send an email using a communication list
Using the OnContact CRM Email template designer
EMAIL TEMPLATE DESIGNERPart 1: Initial prep and set-up convenience features
Using the OnContact CRM Email template designer
EMAIL TEMPLATE DESIGNER Part 2: Explore email template basics and layout options
Using the OnContact CRM Email template designer
EMAIL TEMPLATE DESIGNERPart 3: Advanced email template features

Working with Email

Take a closer look at OnContact CRM Outlook and Gmail integration, learn how to send mass emails to a list of contacts and use our email designer to create professional, eye-catching emails and email templates.

TRAINING VIDEOS

  • EMAIL DESIGNER:
Using the OnContact CRM Email template designer
EMAIL TEMPLATE DESIGNERPart 1: Initial prep and set-up convenience features
Using the OnContact CRM Email template designer
EMAIL TEMPLATE DESIGNER Part 2: Explore email template basics and layout options
Using the OnContact CRM Email template designer
EMAIL TEMPLATE DESIGNERPart 3: Advanced email template features

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OnContact CRM email designer
EMAIL DESIGNER OVERVIEWBasic overview of the email designer
  • SENDING MASS EMAILS:
send mass emails with oncontact crm software
SEND MASS EMAILSSchedule and send an email to a list
  • OUTLOOK INTEGRATION:
OnContact CRM Outlook Integration
OUTLOOK INTEGRATIONReview the Outlook integration features

Customer Service

Explore the customer service dashboard, learn how to create and monitor incidents, and store important information in the knowledge base.

TRAINING VIDEOS

incident screen overview in oncontact crm software
INCIDENT SCREEN OVERVIEWReview the incident edit page features
create an incident in OnContact CRM software
CREATE AN INCIDENTKeep track of customer service issues by creating incidents
how to close an incident in oncontact crm software
CLOSE AN INCIDENTFollow-up and close incidents when resolved
How to manage activities in OnContact CRM software
MANAGE ACTIVITIESMonitor activities, trends and response times
How to manage incidents in OnContact CRM software
MANAGE INCIDENTSMonitor open incidents with the customer service dashboard