Work Smarter CRM Help

Feature Overviews

This video gives a broad overview of the capabilities of your new platform

This is an overview of how to interpret and use your dashboard.

This video shows you the capabilities and also how to use them within the conversations view.

This video shows you how to use your opportunities pipeline.

Overview of the Workflow builder. This is a new feature that replaces the trigger and campaign features.

Overview of the email designer.

Overview of the purpose and use of Smartlists.