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CRM Software Online Training Resources

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Version 10 Version 7 - 8

Getting Started

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

NAVIGATING IN CRM 10

Learn how to navigate the CRM 10 interface

COMPANY SCREEN OVERVIEW

Overview of the company main screen

CONTACT SCREEN OVERVIEW

Overview of the contact main screen

OPPORTUNITY SCREEN OVERVIEW

Overview of the opportunity main screen

MANAGING YOUR TO DO LIST

Learn how to manage your To Do List.

Basic Searches

USING GLOBAL SEARCH

Quickly search for contacts, companies & more Some info about this video

PERFORM A CONTACT SEARCH

Learn how to perform a contact search

ADVANCED SEARCH

Build a custom search.

BUILDING A NOT IN SEARCH

Learn how to use the Not In Search Operator in CRM 10.

Adding Records

ADD NEW COMPANY

Add a new company in CRM 10

ADD NEW CONTACT

Add a new contact in CRM 10

ADD NEW OPPORTUNITY

Add a new opportunity in CRM 10

ADD A NEW CHART

Learn how to build a new chart in OnContact CRM 10.

ADD A NEW BADGE

Learn how to add a new badge in OnContact CRM 10.

Email Designer

BUILDING AN EMAIL TEMPLATE

Learn how to build an email template

Advanced Searched

ADVANCED SEARCH

Build a custom search.

SEARCH OPERATORS

Filter by more than one value in a dropdown list.

CONTAINS FEATURE

Learn how to use the Contains search feature in OnContact CRM 10.

Additional Resources

MAPPING INTEGRATION

Learn more about OnContact’s CRM Mapping, featuring Google Maps.

COMPARE CRM 8 & CRM 10

Compare the features of OnContact CRM version 8 and version 10.

USING ROUTING FEATURES

Learn how to use OnContact CRM 10 routing features.

Sales

Efficiently manage your customers, sales, opportunities and leads.

Training Videos

LEAD MANAGEMENT

Learn how to manage your leads in OnContact CRM 10.

OPPORTUNITY SCREEN OVERVIEW

An overview of the opportunity screen features

ADD NEW OPPORTUNITY

Create an opportunity and link it to a contact and company

ACTIVITY MANAGEMENT

Learn how to work with activities in OnContact

BUSINESS CARD READER

Learn how to import a business card into OnContact CRM 10.4.

Marketing

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

Training Videos

BUILDING AN EMAIL TEMPLATE

Learn how to build an email template

USING LIST, SOURCE, AND INTEREST CODES

Learn how to use the list, source and interest codes in OnContact CRM 10.

Marketing Dashboard CRM 10.4

Take a look at the updated Marketing Dashboard in OnContact CRM 10.4.

Working with Email

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

Training Videos

BUILDING AN EMAIL TEMPLATE

Learn how to build an email template

USING THE EMAIL DESIGNER

Use the email designer to create emails, including tracking options. Customers must login or register for the Customer Center to access this content.

UNDERSTANDING THE EMAIL COMMUNICATION QUEUE

Learn more about OnContact’s CRM 10 Email Communication Queue.

USING COMMUNICATION LIST TO SCHEDULE AN EMAIL

Send mass emails using communication lists

AUTHORIZING THE ONCONTACT GMAIL ADD ON

Learn how to authorize the CRM 10 Gmail Add On.

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

Review the incident main page features

ADD AN INCIDENT

Keep track of customer service issues by creating incidents

MANAGE DEFECTS

Learn 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

USER MANAGEMENT

Learn how to manage users.

SETUP AREA OVERVIEW

An overview of the Setup Area on CRM 10, which is used to manage codes, system settings, and CRM users.

ADMIN TOOLS

Access setup and administration features.

CONNECTING CRM 10 TO QUICKBOOKS ONLINE

Learn how to connect CRM 10 to QuickBooks online.

PREPARE SPREADSHEET FOR IMPORTING

Format your import with our template.

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:

ADD A NEW USER

Learn how to add a new user in CRM

RESET USER PASSWORD

Reset or change a user's password

ADD NEW ACTION CODES

Setup, add and manage new action codes

PRODUCT INTEREST FIELD

Keep track of the most popular products and services

DATA IMPORTS & EXPORTS:

IMPORTING DATA (V8)

Import data into OnContact CRM 8

IMPORTING DATA (V7)

Import data into OnContact CRM 7

PREPARE SPREADSHEET FOR IMPORTING

Format your import with our template

RUN DEDUPLICATION UTILITY

Run the deduplication utility to remove duplicates and merge records

CUSTOMIZATION:

SHOW CUSTOM FIELDS IN SEARCHES

Display a custom header in search results

ADD CUSTOM FIELDS

Add custom header fields using extended properties

REMOVE CUSTOM FIELDS

Remove custom columns from the main screen

ADDING EXISTING FIELDS

Adding existing header fields to main screens

RECOVER HIDDEN FIELDS

Recover hidden header fields on main screens

HIDE HEADER FIELDS

Hide header fields on main screens

REARRANGE HEADER FIELDS

Rearrange 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

An overview of the OnContact workspace

GETTING STARTED PART 2

Add, edit and merge records in OnContact

COMPANY SCREEN OVERVIEW

Overview of the company edit screen

CONTACT SCREEN OVERVIEW

Overview of the contact edit screen

OPPORTUNITY SCREEN OVERVIEW

Overview of the opportunity page

ADD NEW CONTACT

Add a new contact to a company

ADD NEW COMPANY

Add a new company in OnContact CRM

ADD TO FAVORITES

Bookmark a CRM record for quick access

MANAGE TO-DO LIST

Create a to-list and manage activities

CREATE NEW ALERT

Communicate using alert messages

SEARCHES & DASHBOARDS:

USING QUICK SEARCH

Use quick search to locate a record

NEW COMPANY SEARCH

Quickly locate the company you need

DASHBOARDS & FILTERS

Customize your dashboards & filters

CREATING SAVED SEARCHES

Create and use saved searches

Sales

Efficiently manage your customers, sales, opportunities and leads.

Training Videos

ADD NEW OPPORTUNITY

Create an opportunity and link it to a contact and company

SEND MASS EMAIL

Send a group email to your contacts

OPPORTUNITY SCREEN OVERVIEW

Overview of the opportunity page

PRODUCT INTEREST FIELD

Keep track of the most popular products and services

MANAGE TO-DO LIST

Create a to-list and manage your activities

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.

Training Videos

INTEGRATING YOUR WEBSITE WITH ONCONTACT:

TRACK WEBSITE LEADS

Part 1: Link your website with OnContact and track visitors

WEB FORM INTEGRATION

Part 2: Gather data from your website visitors with the OnContact Lead Form

LEAD SCORING

Part 3: Automate your lead qualification process by scoring leads

MARKETING AUTOMATION & EMAILS:

LEAD TRACKING

Add leads and track them throughout the prospecting process

EMAIL DESIGNER

Create professional emails and email templates

SENDING MASS EMAILS

Schedule and send an email using a communication list

EMAIL TEMPLATE DESIGNER

Part 1: Initial prep and set-up convenience features

EMAIL TEMPLATE DESIGNER

Part 2: Explore email template basics and layout options

EMAIL TEMPLATE DESIGNER

Part 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:

EMAIL TEMPLATE DESIGNER

Part 1: Initial prep and set-up convenience features

EMAIL TEMPLATE DESIGNER

Part 2: Explore email template basics and layout options

EMAIL TEMPLATE DESIGNER

Part 3: Advanced email template features

EMAIL DESIGNER OVERVIEW

Basic overview of the email designer

SENDING MASS EMAILS:

SEND MASS EMAILS

Schedule and send an email to a list

OUTLOOK INTEGRATION:

OUTLOOK INTEGRATION

Review 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

Review the incident edit page features

CREATE AN INCIDENT

Keep track of customer service issues by creating incidents

CLOSE AN INCIDENT

Follow-up and close incidents when resolved

MANAGE ACTIVITIES

Monitor activities, trends and response times

MANAGE INCIDENTS

Monitor open incidents with the customer service dashboard

Ready to Learn More?

Ready to see how our powerful CRM and ERP software can benefit your business? Schedule your personalized, one-on-one demo today.