Video sessions

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Here you will find small video sessions designed to help you make the most of ChannelCR:

 

To watch the videos Adobe Flash 8 or more recent is required. To get this you van use this link

 

 

Introduction

Intro - a short introduction to the use of ChannelCRM

 

Search and find

Quick Search - find companies or contacts.
Seach by lists - structured search.
Navigation by click - how to navigate your way

 

Companies and contacts

Appointments and calendars

Calendar views - multiple ways to view your calendar

 

Views and reports

Design a report - this is how you build a simple report
Mail Merge from view - perform a Word Mail Merge from any wiev

 

Journalling

Outlook

Marketing and campaigns

Mail Merge from a campaign - how to mail targets from a campaign

 

 

Forecast, offers and orders

Projects and Scores

 

Navne & Numre Markedsdata

Navne & Numre import - get company data from Navne & Numre Markedsdata

 

Installation and setup

Layout - how to modify the data entry screens.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Page url: http://www.channelcrmhelp.com/index.html?net_videosindex.htm