Videos

Below are just some of our videos, to see them all, click on the down arrow next to Videos and Guides at the top of this site.

Change lead owner or sdr.mp4
change opportunity owner.mp4
Trust Pilot deal close email.mp4
New Related Lead.mp4
Close Proposals.mp4
Multiproping - July 2020.mp4
Split List View - Summer 2020.mp4
How To Use Favourites In Salesforce.mp4

Tour around the Lead page

New Salesforce Lead layout for Brokers.mp4

Broker Dashboard - Overview

Brokers Dashboard _ Overview 2020-04-28 20-02-02.mp4

Broker Dashboard - Filtering Tips

Brokers Dashboard _ Filters tips 2020-04-28 20-33-41.mp4