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CRM Help Home

Hello and welcome to your Webinar Archive!

Miss one of our previously scheduled Live Webinars? No problem. Watch at your convenience by clicking on the below videos.

10/12/2017

Member Retention Module Preview

 
Learn about our new feature within the CRM that measures member happiness.
Member Retention Module Preview
11/30/2016

Should Auld Acquaintances be Forgot

 
CRM Dynamic Groups
Should Auld Acquaintances be Forgot
 
4/20/2016

CRM The Most Underutilized Tools

 
Reporting Overview, Queries, Reports, Filtering, Dashboards, Exporting
CRM and the Most Underutilized Tools
9/17/2015

CRM and the Data Warehouse

 
Overview and Basic Demo
CRM and the Data Warehouse