Upcoming Webinar | CRM: Utilizing UDFs & Dropdowns

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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Upcoming Webinar | Member/Partner: The Amenities Overview

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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Upcoming Webinar | Meeting Sales: New User Overview

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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Upcoming Webinar | Simpleview CRM Marketplace Unveil

Airs Tuesday, November 13 @ 11AM PST / 2PM EST Last week, we rolled out Marketplace, a new feature in your CRM designed to engage your partners in destination promotion. Next Tuesday, we’d like to tell you about it -- LIVE! Join Product Specialists Robyn Temple and Becki Scheel, as well as CRM…

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Upcoming Webinar | Member/Partner: New User Overview

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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Upcoming Webinar | Simpleview CRM: New User Overview

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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Upcoming Webinar | System Administration: The Powerhouse of CRM

“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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