About this video
This video shows how to create and organize contacts (like team members, customers, vendors, and sales leads). It then describes how to configure custom workflow to ensure your team’s workflow is fully automated. It also discusses more granular features including how to track changes via history, how to hold threaded discussions via notes, and how to associate one or more files with a contact. It follows on by discussing how to use email alerts to be alerted as contacts change. It illustrates how to quickly find contacts using our searching and grouping capabilities. It continues by showing how to send emails to contacts and how to create email templates. Finally, it shows dashboards and reports that are used by teams to better manage their contacts and how to drive analytics from these.