Training Videos

Creating a Lead and Converting it to an Opportunity

Mailchimp and SFDC Integration

Mailchimp Dashboard

How to Setup Your Client Email Database and Tips

Login as a Community User Salesforce

Agent Dashboard Overview

Sending an SFDC Email Template

Renewal Opportunities for Agents

Agent Sending Email via SFDC Templates Agent Signatures

YMYW how to run Talend

Feedback Form

Thank you for taking the time to share your feedback on our Salesforce CRM Tools including needs for training and videos. Remember, you are in control of your CRM!

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