How to do it in your CRM, step by step.
Each tutorial is a short narrated video recorded in the app itself, with the same steps written out and shown in screenshots. They are re-recorded when the app changes.
App
HubSpot
- How to add a note to a contact in HubSpot
- How to change lifecycle stage and lead status in HubSpot
- How to create a dashboard in HubSpot
- How to create a list in HubSpot
- How to create a task in HubSpot
- How to create a ticket in HubSpot
- How to export contacts from HubSpot
- How to import contacts into HubSpot
- How to merge companies in HubSpot
- How to restore deleted contacts in HubSpot
- How to use the deal pipeline in HubSpot
- HubSpot CRM tutorial for beginners
App
Salesforce
- Create a matrix report in Salesforce
- How to create a dashboard in Salesforce
- How to create a list view in Salesforce
- How to create a report in Salesforce
- How to create an email template in Salesforce
- How to delete a contact in Salesforce
- How to import contacts into Salesforce with the Data Import Wizard
- How to merge accounts in Salesforce
- How to use Chatter in Salesforce
- How to use Salesforce: a tour for beginners
- How to use the Kanban view in Salesforce
- Restore a deleted contact in Salesforce