CRM Software Online Training Resources
Become a CRM expert. To get started, select an online training category.
Become a CRM expert. To get started, select an online training category.
Select Your Version
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
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.
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.
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.
BUILDING AN EMAIL TEMPLATE
Learn how to build an email template
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.
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.
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.
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.
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.
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.
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.
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
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
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
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
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 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
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
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
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
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
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
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 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
SEND MASS EMAILS
Schedule and send an email to a list
OUTLOOK INTEGRATION
Review the Outlook integration features
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
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Offered in the cloud or on-premise, OnContact CRM software delivers powerful sales automation, marketing automation and customer service software designed to streamline navigation, enrich usability and deliver a world-class user experience.
