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Product Training Videos


Project Pipeline Basics:
Scheduling and Managing Activities
Quick Composing E-Mail
Keeping Notes and Recording Important Activities
Editing Records
Record Assignment and Visibility
Customizing SubPanel Layout
Importing E-Mails and Creating Records off of E-Mail
Scheduling and Managing Activities

Project Lead Mgt: 
Converting Project_Leads Into Opportunities
Creating and Saving Advanced Searches

Opportunity and Client Mgt:
Customizing Your Bid Board Layout
Creating_Opportunities
Adding Additional Clients to an existing Project Opportunity
Uploading Documents Linking Online Plan Rooms