Masterdigm CRM Training 101 - Video Series Steps

Masterdigm CRM Training 101 - Video Series

This 9 part video series will get you up and running in little time using the Masterdigm CRM platform.  The video series shows you  how to start using the system.   We have created this video series to make it easy for you to understand our CRM while answering many of the common questions people have when activating the CRM.   No need to wait for someone to call you and spend hours in a webinar.  We make it easy by allowing you to learn the system on your own time.

Simply, watch each video in the format provided.  It's best to move thru the steps to learn how to use the system.  The transition from begining user to active lead caller and manager will happen much faster if you take the time to watch this video series. 
 

We look forward to seeing you actively use the Masterdigm CRM platform.  We make it easy to get started!


Remember, you can expand each video to "full screen view" by clicking on the little monitor on the bottom right side of the video your watching.

The Overview:

Watch this video first:   Overview Video 

The Steps:

Step 1:   How to setup your personal settings.

Step 2:   How to setup your lead management flow.

Step 3:   How to setup your contacts

Step 4:   How to setup and use the Masterdigm email system with Gmail.

Step 5:   How to setup and use the Marketing System in the Masterdigm CRM.

Step 6:   How to use the calendar system within the Masterdigm CRM platform.

Step 7:   How to setup and use the documents feature within the Masterdigm CRM platform.

Step 8:   How to use the homepage for higher productivity.

Thanks for watching our video series.  I expect you learned some things you did not know.   May you be productive and help your clients.

Best Regards, 

The Masterdigm Team