Zoho iLoan CRM and Marketing tool is the easiest and most powerful database solution for Mortgage Professionals. This video provides a quick JumpStart to getting started using Zoho iLoan. There is a brief overview of setting up a trial and then some tips and tricks to start loading your contacts and working with the tool. Contact us today for more information! info@q2db.com / www.q2act.com / 760 434 3431. Download the Zoho iLoan trial link here: https://iloan.zohoplatform.com/

ZOHO CRM! LEARN how to merge one or many contacts with email templates. This training reviews email merge to one or more contacts using the Send Email function, as well as using Mass Email to sent to a category or View (aka Group) of contacts. You also see how Zoho Sales Signals provides a live stream of who is opening your emails as it happens.

Best Practices training - learn how the most productive ACT! users operate. Learn to get around quick inside of ACT! as well as what is important when adding contact information. You also get a real life tour of the tabs in ACT! and what they can be used to accomplish.

How to import ACT! Contacts into an Act! Custom Table, as well as performing a mass edit /update to Custom Table fields. Contact us at info@q2db.com, 760-434-3431 Q2 Database Consulting Services

Reach us at info@q2db.com Simple instructional video to help you get your Act! Marketing Automation (AMA) campaigns built and sent. You will learn how to build a simple campaign, including building the email templates for your campaign, activating your campaign, as well as how to review your campaign success analytics (opens/clicks etc). Don't want to spend an hour or more just to get your campaign built and sent? Then this video is for you. In less than 30 minutes you will learn how to create and send a campaign. CONTACT US for all your Act! needs: Q2 Database Consulting Services, info@q2db.com, 760-434-3431, Act! Certified Consulting for licensing,implementation,customization,training, strategies, and support.

Lookup Birthdate information for contacts. Learn how to find contact with birthdates in a specific time period, manipulate the list to view the field you need, and export to Excel, or use the list with Act! Marketing Automation to send birthday greetings.

Act! training - Learn how to change the display in Act! List View to view the fields you want to see ,in the order you want to see them, then learn how to easily export your custom list,or report, to Excel. We are a full service Act! vendor offering Act! in the Cloud, Act! Mobile,custom Act, interface Act! with your other applications, training services and much more! Contact us today for assistance! info@proassistmarketing.com

2 Clicks!! That's it to send a jazzy happy birthday text message to all contacts in your ACT! database having a birthday today!

Learn some tips on working through duplicate records if you have just set up a new Act! for Web database.