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Below are a series of tutorials to help you understand how to use the tools of ActionCOACH CRM.

IMPORTANT NOTE: Depending on your internet connection speed, for optimum performance we recommend you allow the video-based tutorials to begin downloading for approximately 60 seconds prior to viewing.

ActionCOACH CRM Video Tutorials
CRM BASIC videos
Click on a link below to see a short video on the basic features of the CRM.
  1. Getting Started with the ActionCOACH CRM
  2. What is a CRM and how can it benefit me?
  3. How to print
  4. Where to do I find help?
  5. How to do a site wide search
  6. How to change the font size
  7. How to customize the look
ADMIN videos
Click on a link below to see a short video on specific features of the Admin portion of the CRM.
  1. How to create users
  2. How to create roles
MY ACCOUNT videos
Click on a link below to see a short video on specific features of the My Account portion of the CRM.
  1. How to edit your account settings
DOCUMENTS videos
Click on a link below to see a short video on specific features of the Documents portion of the CRM.
  1. What are documents?
  2. How to upload a document
HOME PAGE videos
Click on a link below to see a short video on specific features of the Home Page portion of the CRM.
  1. How to move dashlets
  2. How to customize dashlets
  3. How to add/remove dashlets
WORKFLOW MANAGER videos
Click on a link below to see a short video on specific features of the Workflow Manager portion of the CRM.
  1. What is a workflow?
  2. How to create a workflow
  3. How to create workflow steps
  4. How to create workflow tasks
LOGIN videos
Click on a link below to see a short video on specific features of the Login portion of the CRM.
  1. How to Log In
  2. How to change the language
EMAIL videos
Click on a link below to see a short video on specific features of the Email portion of the CRM.
  1. How to set-up incoming and outgoing email
  2. How to check email
  3. How to read email
  4. How to configure email views
  5. How to delete emails
  6. How to create an address book
  7. How to compose email
  8. How to search emails
  9. How to create an email signature
  10. How to create an email template
  11. How to attach a file to an email
ACTIVITIES videos
Click on a link below to see a short video on specific features of the Activities portion of the CRM.
  1. How to search activities
  2. How to schedule a call or meeting
  3. How to create a task
  4. How to import notes
  5. How to create a call list
  6. How to create saved searches from activities
  7. How to edit/duplicate/delete activities
  8. How to close and create new activities
CALENDAR videos
Click on a link below to see a short video on specific features of the Calendar portion of the CRM.
  1. How to change the calendar views
  2. How to schedule a call or meeting
  3. How to invite someone to an appointment
  4. How to create a task
  5. How to share calendars
  6. How to close and create new appointments
CONTACTS videos
Click on a link below to see a short video on specific features of the Contacts portion of the CRM.
  1. What are contacts?
  2. How to search for contacts
  3. How to add/create contacts
  4. How to export contacts
  5. How to create saved searches in contacts
  6. How to sort contacts
  7. How to import contacts
  8. How to edit/duplicate/delete contacts
  9. How to email or set an appointment/activity with an contact
  10. How to start a workflow from an contact
ACCOUNTS videos
Click on a link below to see a short video on specific features of the Accounts portion of the CRM.
  1. What is an account?
  2. How to search for accounts
  3. How to add/create accounts
  4. How to export accounts
  5. How to create saved searches in accounts
  6. How to sort accounts
  7. How to import accounts
  8. How to edit/duplicate/delete accounts
  9. How to email or set an appointment/activity with an account
  10. How to start a workflow from an account
OPPORTUNITIES videos
Click on a link below to see a short video on specific features of the Opportunities portion of the CRM.
  1. How to search for opportunities
  2. What are opportunities
  3. How to add/create an opportunity
  4. How to export opportunities
  5. How to create saved searches in opportunities
  6. How to sort opportunities
  7. How to import opportunities
  8. How to edit/duplicate/delete opportunities
  9. How to email or set an appointment/activity with an opportunity
  10. How to start a workflow from an opportunity
  11. How to view a change log
  12. How to associate an opportunity with an account
  13. How to view charts and graphs about opportunities
LEADS videos
Click on a link below to see a short video on specific features of the LEADS portion of the CRM.
  1. How to search for leads
  2. How to add/create leads
  3. How to export leads
  4. How to create saved searches in leads
  5. How to sort leads
  6. How to import leads
  7. How to edit/duplicate/delete a lead
  8. How to email or set an appointment/activity with a lead
  9. How to start a workflow from a lead
  10. How to convert a lead
  11. How to merge duplicate leads
CAMPAIGN videos
Click on a link below to see a short video on specific features of the Campaign portion of the CRM.
  1. What is a marketing campaign?
  2. How to create a targeted list
  3. How to edit a target list
  4. How to create an email template
PRE-RECORDED WEBINARS
Click on a link below to see watch one of our pre-recorded webinars. Webinars are longer in nature and provide more information about an entire section in the CRM. We are constantly adding new webinars so please check back often.
  1. Getting Started with the CRM - 45min
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