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Vantage CRM Online Resource Center and Tutorial Suite
Video Tutorials - Standard Users
Introduction Material
General Features and Functionality
Managing Sales Modules
Managing Campaigns
Managing Dashboards
Managing Calendar
Analytics
MAXvoice Features and Functionality
Cool VCRM Features
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Vantage CRM Online Resource Center and Tutorial Suite
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Video Tutorials - Standard Users
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Created by
Unknown User (bmaguire)
, last modified by
Monica Murphy
on
Sep 25, 2014
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Introduction Material
Login
Homepage
User Preferences
General Features and Functionality
Creating a Record
Editing a Record
Creating a Filter or Filter View
Global Search
Local Search
Adding a Note or Attachment
Merging Duplicate Records
Managing Sales Modules
Change Owner
Change Status
How to set up Account Hierarchies
Lead Conversion
Opportunity Sales Stage History Table
Managing Campaigns
Creating a Campaign
Adding a Lead or Contact List to a Campaign
Campaign Communications (Mass Email, Broadcast SMS, Call Lists)
Tracking Record Conversions and Opportunity Metrics through Campaigns
Campaign Performance Metrics
Managing Dashboards
Introduction to Dashboards
How to Create a Widget
Customizing and Organizing Dashboards
Using Your Widgets
Managing Calendar
Calendar Settings
Calendar View
List View
Scheduling and Managing Follow-Ups
Sharing Calendar
Analytics
Create a Report
Standard Reports
How to use an existing report as a template
Organize Reports
Report Exporting Features
MAXvoice Features and Functionality
Configuring MAXvoice Integration
Click to Dial and Call Pops
Cool VCRM Features
Duplicate
Email Archiving Service
iSEEK Hot Button
Jump
Mass Edit
Quick Create
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