CRM video tutorials
Inbox
4 videos
01
Set up and use a team inbox
02
Create tags for conversations
19
Create a saved view
26
Choose how you are notified
Email
1 videos
03
Create an email signature
Accounts
10 videos
01
Create an account
02
Find your way around the Accounts list
03
Search and filter accounts
04
Read an account page
05
Tag an account
06
Add a note to an account
09
Attach a file to an account
11
Use the account action bar and tabs
12
Read the account Insight Card
13
Select accounts and use bulk actions
Contacts
4 videos
01
Find your way around the Contacts list
02
Search and filter contacts
03
Open a contact and read the detail page
04
Edit a contact name
Tasks
14 videos
01
Open the Tasks list and read a task row
02
Search and filter the Tasks list
03
Filter tasks by due date or created date
04
Sort the Tasks list and change the page size
05
See tasks on the calendar by day, week or month
06
Open a task in the detail panel
07
See what changed on a task in the Activity tab
08
Create a task
09
Change a task's status, priority or due date
10
Add a note to a task and mention a teammate
12
Mark one task complete or delete it from its row
13
Complete, reassign or delete several tasks at once
14
Reschedule a task by dragging it on the calendar
15
See the task types and their colors
Dashboard
9 videos
01
Switch between dashboards
02
Find your way around Manage Dashboards
03
Create a dashboard
04
Pin a dashboard
05
Duplicate a dashboard
06
Edit a dashboard's name and sharing
07
Browse the Widget Library
08
Start a widget query with a relative date filter
15
Read the ETL Dashboard
Deal Pipeline
12 videos
01
Read the pipeline summary and stage totals
02
Switch between Kanban View and List View
03
Search and filter deals by stage and risk level
04
Create a deal
05
Open a deal in the Deal Details panel
06
Add a note to a deal
07
Edit a deal's details
08
Move a deal to another stage by dragging
09
Collapse and expand a stage column
10
See a pipeline's stages and win probabilities
11
Check a deal's Activity, Files and Forecast tabs
12
Create a new pipeline
Templates
6 videos
01
Create an email template
02
Find your way around the template list
03
Design a template with Header, Body and Footer
04
Code your own HTML template
05
Insert variables into a template
06
Mark a template as default
Workflows
15 videos
01
Create a workflow
02
Add a trigger to a workflow
03
Add and connect an action
04
Browse the workflow list
05
Read a workflow's performance
06
Check a workflow's logs
07
Navigate the builder canvas
08
Allow a domain for Test Mode
09
Browse ETL flows
10
Duplicate a block, then undo
11
Build a segment
12
Activate and run a manual workflow
13
Start a workflow when a contact joins a segment
15
Follow a manual run
17
Build a complete workflow end to end
Reporting
4 videos
01
Read the Message Performance report
02
Change the date range and message tabs
03
Pick the metrics on the performance chart
04
Search and filter the messages table
AI Search
5 videos
01
Search the whole platform
02
Open a search result with the keyboard
03
View all results for a search
04
Get filter suggestions from AI Search
05
Refine an AI search with a follow-up
Configuration
9 videos
01
Browse attributes
02
Create a date attribute
03
Create a shortcut
04
Filter and duplicate shortcuts
05
Configure an insight card
06
Read the Event Ingestion page
07
Find API tokens and webhooks
08
Review your notification preferences
09
Tour ETL Studio
Agent Hub
18 videos
01
A tour of the Agent Hub
02
Where your agents work
03
Create an agent with the wizard
04
Write good instructions and a first message
05
Edit an agent and publish the change
06
Versions: go back to an earlier version
07
Create and edit a skill
08
Attach a skill to an agent and check it works
09
Add documents to the Knowledge Base
10
Give an agent your documents
11
Give an agent tools and check they work
12
Connect an outside system
13
Build a team: a main agent and sub-agents
14
Choose the model and set up memory
15
Put an agent on your website or app
16
Test your agent and read the Activity trace
17
Logs and token usage
18
Inbox Copilot: help on an open conversation