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Training videos for Zoho and Act! CRM
CRM Training Videos - Zoho and Act!
Zoho iLoan CRM and Marketing database for Mortgage Professionals - Quick Start Video 1
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! firstname.lastname@example.org / www.q2act.com / 760 434 3431. Download the Zoho iLoan trial link here: https://iloan.zohoplatform.com/
Zoho Training Email Merge using Send Email or Mass Email
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.
Act! Marketing Automation - Basic training for building Campaigns
Reach us at email@example.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, firstname.lastname@example.org, 760-434-3431, Act! Certified Consulting for licensing,implementation,customization,training, strategies, and support.
Act! List View Management and Export to Excel Training 7 Minutes
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! email@example.com
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