Video Demo of Total Enterprise CRM

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Video Demo of Total Enterprise CRM

Please note these demo's are from a live webinar.

CRM Overview

Webinar Final Grid Overview

Summary of CRM navigation, viewing and sorting records in the crm.

 

Webinar Lists Overview

Shows how to manage lists of contacts in CRM for marketing purposes

 

Webinar Dual Merge Demo

Demonstrates merge of a word doc, attached to a merged email.

 

Opportunity Overview

Demostrates opportunity management in CRM

 

Webinar Outlook Plugin

Shows sync of contacts, calendar, emails between crm and outlook