XRMS CRM Flash Training

Part 1 - Getting Started: Concepts & Tips

Concepts series (4 tutorials)

System Concepts
Business Concepts
Key Features
Terms Used

Home Page series (7 tutorials)

Login Page
The Home Screen
Links on the Top Bar
Search Results
Filter Activities
Sidebar Elements
Logout

Quick Tips series (7 tutorials)

Zoom In
Zoom Across
Drill Down
Drill Across
Attachments
User Preferences
Performing Searches

Part 2 - Getting Started: Settings

Users & Access Management series (8 tutorials)

Users
Roles
Role Permissions
Groups
Controlled Objects
Permissions
Data Sources
Test ACL Results

Studio series (3 tutorials)

Custom Fields
Info Types
Plugins

System Parameters & Templates series (5 tutorials)

System Preferences
Change Record Owner
Country Localization Formats
E-mail Templates
Activity Templates

Other Settings series (19 tutorials)

Account Statuses
Activity Types
Activity Resolution Types
Address Types
Campaign Statuses
Campaign Types
Case Priorities
Case Statuses
Case Types
Categories
Company Sources
Company Types
CRM Statuses
Industries
Opportunity Statuses
Opportunity Types
Ratings
Relationship Types
Salutations

Part 3 - Operations: Data Entry

Relationship Management series (6 tutorials)

Companies
Contacts
Divisions
Relationships for Company
Relationships for Contact
Former Companies

Task Management series (11 tutorials)

Calendar View
Managing Activity Details
Create Recurrence
Activity Participants
Adding an Activity Participant
Removing an Activity Participant
Adding a New Activity
Add an activity from the Activities box
Add a completed activity
Add an activity from the Activities link
Completing an Activity

Sales Process Management series (2 tutorials)

Leads
Opportunities

Marketing Management series (1 tutorial)

Part 4 - Operations: Advanced Use

Working with Lists series (9 tutorials)

Search Companies
Search Results
Select Column Layouts
Sort Items in Columns
Search for Contacts
Searching for an Activity
Search Results
Search Addresses
Recently Viewed

Categorization series (1 tutorial)

Integrations Tools series (2 tutorials)

Emails series (3 tutorials)

Mail Merge
Snail Mail Merge
Send E-mails to Contacts

Managing Contacts series (7 tutorials)

Adding a New Contact
New Contact from the Company Details
New Contact from the Contacts
Contact Details
Transfer Contact to Another Company
Addresses
Cloning Contact Details

Working with Companies series (7 tutorials)

Company Options
Modify Company Information
Edit Former Names
Change Credit-worthiness Details
Duplicate Company Details
Company Addresses
Default Company Address

Support series (1 tutorial)

Part 5 - Operations: Reporting & Analysis

Reports series (4 tutorials)

Graphs
Text Reports
Creating a Text Report
Viewing an Activity Report

Part 6 - Data Export & Import

Leads, Contacts & Companies series (4 tutorials)

Import Companies/Contacts
Export Companies/Contacts
Export Companies/Contacts as LDAP/LDIF
Export Companies with address and phone info

Data Integrity Administration series (2 tutorials)

Database Structure Update
Data Cleanup