110519 A Guide For System Administrators

This training session is designed to help the admin user get started with the setup of Claritysoft Live by focusing on the administrator setup: users and profiles, custom fields and other customization settings.

00:07 INTRODUCTION AND AGENDA
03:30 BASIC ADMINISTRATOR SETUP
16:06 USERS & PROFILES
36:53 CUSTOM FIELDS
45:40 USER INTERFACE TEMPLATES
45:40 CUSTOMIZATIONS
58:41 PRODUCT AND PRICING

CRM,Salesforce,sales automation,marketing automation,help desk,CRM support,account management,contact management activity management,boost sales,lead management,pipeline management,email marketing,mobile crm,calendar management,project management,service automation,zoho,Admin,system administrator,