Creating and Using Contact Groups

The following video walks you through the process of creating and Using Contact Groups to send bulk emails and perform mail merges. Its an easy way to group contacts and send information out quickly.

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Creating and Using Contact Groups

The following video walks you through the process of creating and using contacts groups to do things such as send bulk emails.

Creating a New Company, Contact, Lead & Attaching it to a Marketing Campaign

The following video walks you through the process of creating a New Company, Contact, Lead and attaching it to a Marketing Campaign.

Setting Up And Using Marketing Campaigns

Track the success of your Marketing Campaigns

Create A Lead Record

Watch how to create a lead record for a contact.