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CRM Tutorial Videos

Need some CRM training and help? Our non-techie, CRM tutorial videos show you how to use the key CRM features.

How to Add an Opportunity

In managing your sales pipeline, see how you can easily create a new opportunity in your CRM.

How to Add Tasks and Activities

Watch how to add Tasks and Activities to your customer account, building up a timeline of your interactions.

How To Use CRM Calendars

Watch how to use the CRM calendar to manage your Tasks and Appointments in the CRM.

How to Create Quotations

With SpotlerCRM you can create quotations directly from your sales opportunities and mail them to your prospects.

How To Run Listing Reports

Use Listing Reports to report on all the stored data in your CRM including accounts, contacts, tasks, activities, marketing campaigns and support cases.

How to Create Forecast Reports

Learn how to create Forecast Reports to track your CRM sales opportunities and manage your sales teams.

Using the Service & Support Tool

Using the Service and Support module you can effectively manage your customer support cases and prioritise your responses.

Introduction to the Simple Marketing Tool

Use our Simple Marketing tool to create and send great-looking emails then track your engagement levels.

How to Design Marketing Emails

Watch to see how easy it is to design great-looking emails using our Simple and Advanced Marketing tools.

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