CRM Training Videos

About this course

Legacy Video Training Course provides a quick-start guide to managing legacy videos within the CRM. Learn how to upload, organize, assign, and manage video content efficiently, ensuring you can confidently use this feature from day one.

Course curriculum

1.

USER PROFILE

2 lessons

  • 1
    How to Update your Profile lesson poster

    How to Update your Profile

  • 2
    How To Set Up Your Notifications lesson poster

    How To Set Up Your Notifications

2.

CONTACTS

13 lessons

3.

NOTES & TASKS

2 lessons

4.

APPOINTMENTS/CALENDARS

4 lessons

5.

OPPORTUNITIES

2 lessons

CRM Training Videos logo

CRM Training Videos

Legacy Video Training Course provides a quick-start guide to managing legacy videos within the CRM. Learn how to upload, organize, assign, and manage video content efficiently, ensuring you can confidently use this feature from day one.

Free