Videos
Twitter Basics: Terminology, Best Practices, Marketing
INTRO Hello everyone – welcome to today’s Digitize Your Firm webinar! Today we’re talking all things…
Creating Dynamic Newsletters: Metrics, CAN-SPAM, and CASL
INTRO Hello everyone – welcome to today’s Digitize Your Firm webinar! Today we’re going to dig into…
CRM Tutorial: CRM Dashboard
The CRM dashboard is a great place to get an overview of what’s going on in your CRM. You can view a…
CRM Tutorial: Send One Off Email
If you wish to send a one off email to a contact, you can do so through the CRM. Just click on the contacts…
CRM Tutorial: Upload a List/Spreadsheet
Perhaps you have a list of contacts outside of our system and you want to upload them. Doing so is a…
CRM Tutorial: How to Add/Remove Custom Columns
If you have custom data you wish to add to our system, like customer preferences, you can do so in the…
CRM Tutorial: How to Delete a Contact
If you wish to delete a contact from our system, you can do so through the contact page. Just click on…
CRM Pipeline Tutorial: How to Create a Pipeline
CRM Pipeline Tutorial So you want to create a pipeline to better organize your contacts. In this video,…
CRM Tutorial: How to Edit a Contact
So you want to edit your contacts manually in the CRM. To do so, just click on the contacts tab over…
CRM Tutorial: Manually Add a Contact to a List
To manually add a contact to a CRM list click on the contacts tab and then select the contact you wish…
CRM Tutorial: How to Download a List
If you wish to download one of your lists from our system, you can do so. Just click on the “lists tab”…
Web Host Payment Reminders: Campaign Launchpad
When it comes to web hosting, you want to ensure that your customers are reminded to renew at the end…
Join SimplyCast Insider!