How-to videos

• Introduction to the Account Settings
• User and Team Management
• Deal Stages/Pipelines/Won and Loss Reasons
• Custom Fields/Groups
• Add/Edit Forms
• Tasks Events/Templates
• Person Statuses and Tags
• Sources
• Revenue Types
• Activity Types
• Integrations
• API
• Automations
• Colors and Branding
• Currencies

General User Tutorials:

• Import with Ease
• Pipeline: Smart Selling Made Simple
• Adding Companies
• Add a Deal
• Add a Person
• People, Companies and Deals
• Lists
• Send an email campaign
• How-to Align Images in Your Email
• Activity Reports
• My Profile
• Post Sale Customer Management
• Excel Demo

Get started by watching our Pipeline overview training video: