• Updating Your Profile0:37
• Configuring Notifications1:00

• Connecting Your Email1:54
• Connecting Your Calendar2:29
• Connecting Additional Integrations3:24
• Downloading the Mobile App3:53
• Using the Mobile App4:08

• Navigating the Homepage5:04
• Tracking your Assigned Activities5:39
• Creating CRM Activities6:31
• Reviewing the Activity Stream8:08
• Collaborating with Colleagues9:41

• Finding or Creating Contacts10:38
• Navigating the Contact Record Page11:33
• Emailing Contacts12:30
• Calling Contacts13:43
• Tagging Contacts14:14
• Accessing Integrations14:58

• Navigating the Contact List View Page15:47
• Filtering your Contact Lists16:13
• Creating Saved Searches17:07
• Executing Bulk Actions17:30

• Navigating the Task View18:56
• Adding Tasks19:21
• Filtering Tasks Assigned to Specific Users or Teams20:05

• Navigating the Workflow View20:31
• Starting a Workflow21:10
• Adding Subtasks to your Workflow Step21:51
• Progressing through a Workflow (with Outcomes)22:28

• Navigating the Opportunities View23:31
• Adding an Opportunity24:56
• Editing and Advancing an Opportunity Through The Pipeline25:48
• Changing your Default Opportunity View and Pipeline26:13

• Adding a New Project27:10
• Linking a Contact to a Project27:28
• Archiving your Project27:59

• Navigating Files28:27
• Adding a Client Folder from any Cloud Storage Solution29:23
• Uploading a File from Your Computer29:43

• Navigating Reports30:13
• Creating a Report30:41
• Using AI to Generate Reports*32:02
• Features of the Report page32:45
• Creating Advanced Reporting*33:27

* Feature is only available on Premier plans and above.

• Navigating the Dashboard View34:20
• Creating and Modifying Dashboards34:53
• Interacting with Dashboards36:12

* Feature is only available on Premier plans and above.

• Navigating Settings36:58
• Navigating the Help Center38:05