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.
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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.
COMPUTER TELEPHONY INTEGRATION (CTI)
Learn how to log inbound and outbound calls in OnContact CRM with Computer Telephony Integration.
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.
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.
FINDING AND CORRECTING INVALID EMAIL ADDRESSES
Learn how to find and fix invalid email addresses in OnContact CRM 10.
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.
COMPUTER TELEPHONY INTEGRATION (CTI)
Learn how to log inbound and outbound calls in OnContact CRM with Computer Telephony Integration.
DESIGN CONTROL
Learn how to add a custom field in OnContact CRM 10.5 using the Design Control feature.
USER SECURITY
In this video, we will learn how groups manage security in OnContact CRM 10.
DESIGN CONTROL 10.6
Learn about the Design Control feature which is used to customize columns and make changes to screens in CRM.
Using and Managing Tags in CRM 10
Learn how to use and manage tags in CRM 10
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.
USER SECURITY
In this video, we will learn how groups manage security in OnContact CRM 10.
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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