Video 101: Customer Relationship Management - Overview of Contacts and Properties

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This video teaches:

  • What a CRM is

  • The importance of CRM

  • What contacts and properties are

  • Where to find each module

Sections

0:00 Intro

0:30 Purpose of CRM

0:55 What is a CRM?

1:16 CRM: Contacts and Properties

1:44 Contacts Defined

2:19 Properties Defined

2:28 How Contacts and Properties Interact

3:32 Navigation to Contacts and Properties

4:00 Review

Training Video