Video sessions

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

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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

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Outlook

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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.