This video will give you a very good working knowledge of many of the advanced features and functionalities included in your CRM. Most of these features are only available to Admin users. It will demonstrate how to use them so you get the best benefit from using Light Degree CRM everyday. Light Degree CRM is really easy to use. If you have any questions there is much more detail in the help menu, then if you still require assistance send us a message.
Included in this video:
- Manage users
- Task type
- Opportunity stages
- Custom fields
- Auto filter contacts
- Email campaigns (including email reports)
- Adding enquiries to a website
- Add an event to a website
We recommend that you watch the CRM overview video prior to watching this one.
The complete video takes approx. 16 minutes to watch. You can pause and return at any time... (handy tip: click on the progress bar along the base at anytime to watch a part of the video again)
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