Getting Started Videos

A how-to series that will have you up and running in no time!



Video 1: Walkthrough the Sales Pipeline in Simple Sales Tracking



Video 2: Start Page and Search Overview on Simple Sales Tracking



Video 3: Dive Deeper into Accounts by Adding Contacts, Tasks and Appointments



Video 4: Custom Fields, Lead Sources and Opportunity Stages



Video 5: Add and Manage Team Members and Security Access in Simple Sales Tracking



Video 6: Manage Company-Wide and Personal Settings



Video 7: Capture and Store Customer Emails in Simple Sales Tracking



Video 8: Produce Reports and Charts, then Export the Results with Simple Sales Tracking



Video 9: Import Leads, Opportunities and Accounts into Simple Sales Tracking



Video 10: Web to Lead Capture with Simple Sales Tracking