Throw away your spreadsheets! Simpleview CRM is your solution. User defined fields (UDFs) and Dropdowns allow your organization to cater data collection to your needs. In this webinar we will take the time to review best practices for managing these build-to-suit CRM options. Join Chris George…
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The Account Amenities feature in the Simpleview CRM helps you highlight the most desirable features of your local businesses. Users can also choose to display Amenity tabs, groups and fields on the Extranet where members can easily review and update their property amenities. Join Product Education…
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Prospecting is a critical component of the sales process. And our CRM is here to help! Tune in to part three of our “New User Overview” webinar series next Tuesday, January 22, as we’ll walk you through the sales functionality of the Simpleview CRM. Chris George, Director of Product Education, and I…
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Airs Tuesday, October 30 at 11AM PDT / 2PM EDT CollabLab Wed, October 31 at 11AM PDT / 2PM EDT Join us as we guide you through the basics of the Member/Partner User Group. Part two of our "New User Overview" series takes you a step further into understanding your CRM. We'll help you learn how to…
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Webinar Airs Tuesday, October 16 @ 11AM PDT / 2PM EDT CollabLab Airs Wednesday, October 17 @ 11AM PDT / 2PM EDT Are you new to Simpleview CRM or in need of a refresher on the basics? Join us for the New User Overview webinar, designed to get you oriented or re-oriented to the system. We'll help you…
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“I am the great and powerful Oz!” When you have System Administration access in CRM, you may feel just like that. However, remember when Toto pulls the curtain to reveal the real “Wizard of Oz”? That mere mortal famously utters: “Pay no attention to the man behind the curtain … ” Maybe some days you…
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It’s back-to-school time and Simpleview is talking reports: CRM Reports. We want you to get an A+ when it comes to building reports, so let our experts help you study up on your CRM’s report-building capability. This webinar will demonstrate how to create various custom reports, enabling you to…
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