Hubs Basics Videos
Vantagepoint comes with a library of short videos that are focused on using the hubs. Each video is about five minutes long and focuses on a specific task or area. New videos are added regularly.
To view the videos:
- Click the links below, or
- Click on the toolbar in the user interface.
Title | Purpose |
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This video includes tips to help you successfully navigate, including how to add a record, use list view, select columns, use filters, and perform a simple search. The video also discusses hierarchies. |
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Use this video to learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record. |
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Use this video to learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources. |