Videos for Administrators

View videos that cover fundamental administration tasks.

To view the videos, click the links below.

Title	Description
Get Started with CRM for Administrators	Learn how to navigate through the hubs and set up labels and lists. The video also introduces the import process, which automates the data entry process.
Import Data for CRM	Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.
Set Up Labels and Lists	Learn how to set up a new custom label, edit an existing label, and edit lists and their drop-down values.
Time and Expense Groups and Categories	Learn how to set up and use time and expense groups and categories.
Integration with Salesforce	Learn how to use the Salesforce Integration module to integrate Salesforce and Vantagepoint. In addition, learn how to use existing Salesforce information to create projects in Vantagepoint, how to access and report on sales data in one place, and how to use Salesforce information to create estimates.
Concepts of the Integrations Manager and the Exports Utility	Learn about data packs and data export definitions and view a brief introduction to the Exports Utility and Integrations Manager.
Security for the Integrations Manager and the Exports Utilities	Learn how to set up security roles with the appropriate access to the Integrations Manager and the Exports utility. This includes setting up: Access rights to data export definitions and data packs for creating, modifying, or deleting data export definitions and targets and also access rights for using the definitions to export Vantagepoint data to a file. Administrator rights to export data definitions and data packs.
Integrations Manager	Learn how to create and edit integrations and how to run export and import tasks in an integration using the Integrations Manager.
Create a Data Export Definition in the Exports Utility	Learn how to set up a data export definition in the Exports utility, specify the data to be included, define the export file type, and specify the delimiters used in the file.
Formatting, Filtering, and Calculated Fields for Data Export Definitions in the Export Utility	Learn how to set up formatting, mapping, and sorting for field values in a data export definition in the Exports utility, so that the content of the export files that you generate with the definition meets your requirements. This video also shows you how to set up filters in a data export definition so that the export file you generate includes only the data you want. You can also add calculated fields to your definition, either to combine multiple Vantagepoint fields into a single export field, or to derive a single value from multiple Vantagepoint fields.
Preview and Export Data in the Exports Utility	Learn how to preview the contents of an export file before you use the data export definition to generate the file. This allows you to verify that the format of the file meets your expectations before you create the data export file. The video also demonstrates how to send the export file via file transfer protocol (FTP) or email and how to access export data with the Vantagepoint API.
Adding New Users in Vantagepoint Connect	Learn about the different user and installation scenarios to set up the Connect add-in.