CRM Software Online Resources

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OnContact Version 10 Resources

Getting Started

New to OnContact? Start here!

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

TRAINING VIDEOS

  • NAVIGATION & OVERVIEW
CRM 10 Training Video - Navigating in OnContact CRM 10
NAVIGATING IN CRM 10Learn how to navigate the CRM 10 interface
CRM 10 Training Video - Company Screen Overview
COMPANY SCREEN OVERVIEWOverview of the company main screen
CRM 10 Training Video - Contact Screen Overview
CONTACT SCREEN OVERVIEWOverview of the contact main screen
CRM 10 Training Video - Opportunity Screen Overview
OPPORTUNITY SCREEN OVERVIEWOverview of the opportunity main screen
Managing To Do Lists
MANAGING YOUR TO DO LISTLearn how to manage your To Do List.
  • BASIC SEARCHES
Video - Using the Global Search in OnContact CRM 10
USING GLOBAL SEARCHQuickly search for contacts, companies & more
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PERFORM A CONTACT SEARCHLearn how to perform a contact search
Using Advanced Search in OnContact CRM 10
ADVANCED SEARCHBuild a custom search.
building-a-not-in-search
BUILDING A NOT IN SEARCHLearn how to use the Not In Search Operator in CRM 10.
  • ADDING RECORDS
CRM 10 Training Video - Adding a New Company
ADD NEW COMPANYAdd a new company in CRM 10
CRM 10 Training Video - Adding a New Contact
ADD NEW CONTACTAdd a new contact in CRM 10
CRM 10 Training Video - Adding a New Opportunity
ADD NEW OPPORTUNITYAdd a new opportunity in CRM 10
  • EMAIL DESIGNER
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BUILDING AN EMAIL TEMPLATELearn how to build an email template
  • ADVANCED SEARCHES
Using Advanced Search in OnContact CRM 10
ADVANCED SEARCHBuild a custom search.
Search Operators
SEARCH OPERATORSFilter by more than one value in a dropdown list.
  • ADDITIONAL RESOURCES
compare crm 8 and 10
COMPARE CRM 8 & CRM 10Compare the features of OnContact CRM version 8 and version 10.

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.

TRAINING VIDEOS

building-a-not-in-search
BUILDING A NOT IN SEARCHLearn how to use the Not In Search Operator in CRM 10.
compare crm 8 and 10
COMPARE CRM 8 & CRM 10Compare the features of OnContact CRM version 8 and version 10.
Connecting CRM 10 to Quickbooks Online
CONNECTING CRM 10 TO QUICKBOOKS ONLINELearn how to connect CRM 10 to Quickbooks online.
managing defects
MANAGING DEFECTSLearn how to manage defects in OnContact CRM 10.
OnContact CRM 10 - Using List, Source, and Interest Codes
USING LIST, SOURCE, AND INTEREST CODESLearn how to use the list, source and interest codes in OnContact CRM 10.
Managing To Do Lists
MANAGING YOUR TO DO LISTSLearn how to manage your To Do List.
lead management
LEAD MANAGEMENTLearn all about managing your leads in OnContact CRM 10.
marketing-dashboard-overview
MARKETING DASHBOARD OVERVIEWLearn all about the Marketing Dashboard.
usingcommunicationlistemails10
USING A COMMUNICATION LIST TO SCHEDULE A MASS EMAILLearn how to send mass emails using Communication Lists in CRM 10.

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Video - Using the Global Search in OnContact CRM 10
USING GLOBAL SEARCHSearch for companies, contacts & more
Video - Activity management in OnContact CRM 10
ACTIVITY MANAGEMENTLearn how to work with activities in OnContact CRM
Video - CRM admin tools
ADMIN TOOLSAccess setup and administration features in CRM 10

Sales

Efficiently manage your customers, sales, opportunities and leads.

MANUALS & GUIDES

TRAINING VIDEOS

lead management
LEAD MANAGEMENTLearn how to manage your leads in OnContact CRM 10.
CRM 10 Training Video - Opportunity Screen Overview
OPPORTUNITY SCREEN OVERVIEWAn overview of the opportunity screen features
CRM 10 Training Video - Adding a New Opportunity
ADD NEW OPPORTUNITY Create an opportunity and link it to a contact and company
Video - Activity management in OnContact CRM 10
ACTIVITY MANAGEMENTLearn how to work with activities in OnContact

Marketing

Execute and manage targeted, multi-phased marketing campaigns, qualify and score leads, track website visitors and more with OnContact’s marketing automation software.

MANUALS & GUIDES

MARKETING & CAMPAIGNS

TRAINING VIDEOS

crm-resources-video-thumbnails
BUILDING AN EMAIL TEMPLATELearn how to build an email template
OnContact CRM 10 - Using List, Source, and Interest Codes
USING LIST, SOURCE, AND INTEREST CODESLearn how to use the list, source and interest codes in OnContact CRM 10.

Working with Email

Learn how to use OnContact’s Outlook integration, send mass emails, design professional emails and more.

MANUALS & GUIDES

OUTLOOK INTEGRATION

TRAINING VIDEOS

crm-resources-video-thumbnails
BUILDING AN EMAIL TEMPLATELearn how to build an email template

Customer Service

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

MANUALS & GUIDES

TRAINING VIDEOS

CRM 10 Training Video - Incidents Screen Overview
INCIDENT SCREEN OVERVIEWReview the incident main page features
CRM 10 Training Video - Adding a New Incident
ADD AN INCIDENTKeep track of customer service issues by creating incidents
Managing Defects
MANAGE DEFECTSLearn how to manage defects in CRM 10.

Admin & Setup

This section is for CRM administrators to learn how to setup and customize OnContact CRM 10.

TRAINING VIDEOS

Video - CRM admin tools
ADMIN TOOLSAccess setup and administration features
Connecting CRM 10 to Quickbooks Online
CONNECTING CRM 10 TO QUICKBOOKS ONLINELearn how to connect CRM 10 to Quickbooks online.

Additional CRM Setup training resources can be found here: