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<h2>Video Tutorials</h2>

<h3>Managing Your Contacts</h3>
<ul>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443239/458aeeafa4'>
<strong>Getting Started </strong>
</a>
&nbsp;- This is the first video you should watch - this video will get you started
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/555309240/da362cd3db'>
<strong>Navigating the System</strong>
</a>
&nbsp;- Learn the different ways to navigate the system
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443368/12c5d7bd35'>
<strong>Contact Management</strong>
</a>
&nbsp;- A detailed tour of the contact record screens
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443492/b5864452a4'>
<strong>Set up the Database so it Thinks Like You!</strong>
</a>
&nbsp;- Set up your database so you can easily work with your contact groups
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443540/73eb414f42'>
<strong>Working With Your Contact Groups</strong>
</a>
&nbsp;- All the things you can do with a group of contacts
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443801/4c5cfe2720'>
<strong>Client To-Do's</strong>
</a>
&nbsp;- How the To-Do functions work
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/536458324/e48d7d2920'>
<strong>Working With Your To-Do List</strong>
</a>
&nbsp;- Manage your To-Do’s right from your To-Do list
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443688/330a66d3cf'>
<strong>Calendar</strong>
</a>
&nbsp;- Using your calendar
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/555960093/9fbcbe4bf4'>
<strong>Sticky Rolodex</strong>
</a>
&nbsp;- The fastest way to search for a contact
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542444724/7ad1278053'>
<strong>Your Referral Tree</strong>
</a>
&nbsp;- See how the system will automatically track your referrals
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542446234/5810b9eb63'>
<strong>File Attachments</strong>
</a>
&nbsp;- How to attach files to the contact card
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542445226/50c8d72f39'>
<strong>Pinning Important Notes</strong>
</a>
&nbsp;- "Pin" important notes to the contact card
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542445551/58d243d046'>
<strong>Related Contacts</strong>
</a>
&nbsp;- How you can relate friends, business, and family members
</li>
</ul>

<hr/>

<h3>Marketing</h3>
<ul>
<li>
<a href='https://vimeo.com/crmtutorials/review/542448056/fb80dda80d'>
<strong>Workflow Automation</strong>
</a>
&nbsp;- The system will perform a several actions for you automatically
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542446791/a69262e91f'>
<strong>Newsletter Overview</strong>
</a>
&nbsp;- All about your Monthly Client Newsletter
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542447823/17e8bbaf1d'>
<strong>Birthday Assistant</strong>
</a>
&nbsp;- Use the Birthday Assistant to help you remember your client's special day
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449145/54dd0ab3cc'>
<strong>Working with the Email and Letter Editor</strong>
</a>
&nbsp;- Tips for creating templates
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443742/58d056f654'>
<strong>SMS and Text-to-Join</strong>
</a>
&nbsp;- Contacts can text you their email to start an Email Autoresponder
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443581/0b0b083d04'>
<strong>Texting Opt-In</strong>
</a>
&nbsp;- All the ways a phone number can be opted-in for texting
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542448365/74d69744fd'>
<strong>VoiceTouch - Overview </strong>
</a>
&nbsp;- Your own 24/7 free recorded message system
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449068/f4b3c49860'>
<strong>Audio Messages for Voice and SMS</strong>
</a>
&nbsp;- Record messages for your contacts to listen to.
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449685/016cc975db'>
<strong>Personalize your Letters and Emails w/Mail Merge</strong>
</a>
&nbsp;- Set up your Mail Merge profile to get your personal info into a letter or email
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542445660/b84fc96273'>
<strong>Intelligent Links</strong>
</a>
&nbsp;- How to create and use intelligent links
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449820/630f19a5f4'>
<strong>Landing Pages - Overview</strong>
</a>
&nbsp;- Use landing pages to collect email addresses and more
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542450190/17b9c68b5e'>
<strong>Landing Pages - Adding Extra Fields</strong>
</a>
&nbsp;- Add check boxes and drop down lists to your forms
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542450384/37d6f58a27'>
<strong>Landing Pages - Adding Social Sharing Buttons</strong>
</a>
&nbsp;- Automatically add links for contacts to easily share your Landing Pages
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449933/d76cccd45b'>
<strong>Landing Pages - Single Field for Name </strong>
</a>
&nbsp;- Just ask for a name - not first and last name
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542450507/31caafe175'>
<strong>Landing Pages - Linked Deal Fields (Advanced)</strong>
</a>
&nbsp;- Automatically create a deal from a landing page
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542450428/4b63f483c1'>
<strong>Landing Pages - Progressive (Advanced)</strong>
</a>
&nbsp;- Create multiple landing pages in a sequence
</li>
</ul>

<hr/>

<h3>Email</h3>
<ul>
<li>
<a href='https://vimeo.com/crmtutorials/review/542444441/a1fc1249ab'>
<strong>Beautiful, Responsive Email Templates</strong>
</a>
&nbsp;- Create your own email templates from scratch, or customize the sample email templates
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542444245/fc2ddaed17'>
<strong>Permission-based Email</strong>
</a>
&nbsp;- Learn how the system looks at email addresses
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542444039/f030c52da1'>
<strong>Email Validation</strong>
</a>
&nbsp;- Validating your emails for better deliverability
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542445298/eb86af4eb5'>
<strong>Real-Time Email Analytics</strong>
</a>
&nbsp;- Track the success of individual emails and email campaigns
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542444978/10dbef4dca'>
<strong>Email Autoresponders</strong>
</a>
&nbsp;- Create automatic email sequences for your clients
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542446475/7cbbd1f8a0'>
<strong>Blast Out an Email to Multiple Contacts</strong>
</a>
&nbsp;- Plan ahead and schedule your email blasts to go out later
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542446816/e841e68a45'>
<strong>Contacts Already Opted-in</strong>
</a>
&nbsp;- How to opt-in contacts that have already given you permission to send emails
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542446908/181dabfa6b'>
<strong>Email Headers and Footers</strong>
</a>
&nbsp;- Automatically populate your contact info
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542447307/8090ff1263'>
<strong>Add a Link Inside an Email</strong>
</a>
&nbsp;- Hyperlinks and how they work
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542447209/0e69348114'>
<strong>Email History for a Contact</strong>
</a>
&nbsp;- See all emails to and from a contact
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557760820/75af2f3936'>
<strong>Include a Video in Your Email</strong>
</a>
&nbsp;- Get and keep the attention of your contacts by including videos in your emails
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542447378/0cf0cc9cf7'>
<strong>Include the "Other Contact" in Your Email Blasts</strong>
</a>
&nbsp;- Make sure email blasts are sent to both contacts on the contact card
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542447686/fde4df2ce9'>
<strong>Send Autoresponder Emails to a Fulfillment House </strong>
</a>
&nbsp;- Send autoresponder emails to someone other than the contact
</li>
</ul>

<hr/>

<h3>Team</h3>
<ul>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443829/707d7e6135'>
<strong>Team Overview</strong>
</a>
&nbsp;- Start here to learn about how you can use the Team functionality
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542448162/f2301ae971'>
<strong>Account Owner Training</strong>
</a>
&nbsp;- This is training for the Account Owner or Team Leader
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542445760/2d73767a1f'>
<strong>Database Sharing Groups</strong>
</a>
&nbsp;- This is training for the Account Owner or Team Leader (Part 2).
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449819/58aa19c568'>
<strong>Add a Team Member</strong>
</a>
&nbsp;- Start building your team
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542450557/7d584849df'>
<strong>Delete a Team Member</strong>
</a>
&nbsp;- How to revoke a team member’s access
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/578213686/cb7d36940e'>
<strong>Team Member Permissions</strong>
</a>
&nbsp;- Grant or deny access for a team member to any part of the system
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542448866/4118caea78'>
<strong>Assign To-Do's</strong>
</a>
&nbsp;- Learn how to assign tasks to your team
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449296/a59d551d6a'>
<strong>Re-Assign Contacts</strong>
</a>
&nbsp;- The Team Leader can re-assign contacts from one team member to another
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542449488/e5d1fff7c0'>
<strong>Sharing Templates</strong>
</a>
&nbsp;- Learn how to share email and letter templates with members on your team
</li>
</ul>

<hr/>

<h3>Deals</h3>
<ul>
<li>
<a href='https://vimeo.com/crmtutorials/review/542443897/65273fddae'>
<strong>Deals Overview</strong>
</a>
&nbsp;- Start here to learn how the Deals module works
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542444753/3037629371'>
<strong>Setting Up Deals</strong>
</a>
&nbsp;- Advanced training on how to set up and use Deals
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/542445659/c09e595652'>
<strong>Workflows in Deal Stages</strong>
</a>
&nbsp;- Add structure and consistency into your workflow by using automation in your deals
</li>
</ul>

<hr/>

<h3>How Do I...</h3>
<ul>
<li>
<a href='https://vimeo.com/crmtutorials/review/557770826/207029a278'>
<strong>Customize the Dashboard</strong>
</a>
&nbsp;- Create a Dashboard that tracks the things most important to your business
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557770771/41a23ee557'>
<strong>Customize the System</strong>
</a>
&nbsp;- Make the database think like you do
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557770356/4766e52313'>
<strong>Customize the Contact Card</strong>
</a>
&nbsp;- Personalize which tabs you see on the contact card
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557770388/ab2b26eed0'>
<strong>Customize my Contact List</strong>
</a>
&nbsp;- Choose the columns you want to see in your contact list
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771541/2d2a64a4a3'>
<strong>Add a Contact</strong>
</a>
&nbsp;- Learn how to add contacts to your database
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771293/b9f8a0a5c8'>
<strong>Import my Contacts (Basic)</strong>
</a>
&nbsp;- Importing contacts from another system
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771388/ffc37fae57'>
<strong>Import my Contacts (Advanced)</strong>
</a>
&nbsp;- Importing notes with your contacts
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771595/dd5497fbf4'>
<strong>Add a Client Photo</strong>
</a>
&nbsp;- Add a picture to a contact
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771736/c4d386de04'>
<strong>Organize Using Folders</strong>
</a>
&nbsp;- Quickly find library items with the help of Folders
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771867/ea97f4bbe0'>
<strong>Save my Advanced Searches to the Home Page</strong>
</a>
&nbsp;- Save your searches for easy availability and quick access
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771831/5892e4cbcc'>
<strong>Use the Agenda Assistant</strong>
</a>
&nbsp;- Using the Agenda Assistant to get reminders of appointments and To-do's
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557772189/f8a81e72b5'>
<strong>Start a To-Do Plan on a Future Date</strong>
</a>
&nbsp;- Learn how you can start a To-Do plan at a future date
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771497/8f91e496bc'>
<strong>Handle Duplicate Contacts</strong>
</a>
&nbsp;- What to do with duplicate contact records
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557772238/93f286ffea'>
<strong>Get my Mailing Labels to Line up Perfectly</strong>
</a>
&nbsp;- Perfect mailing label printing
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557771654/ca5e95001f'>
<strong>Enter a Second Mailing Address</strong>
</a>
&nbsp;- How to add a second mailing address for a contact
</li>
<li>
<a href='https://vimeo.com/crmtutorials/review/557772391/0ccc18ba30'>
<strong>Login When I Have Forgotten My Password</strong>
</a>
&nbsp;- Resetting your password
</li>
</ul>

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