Videos for Business Development and Marketing Users

View videos about the hubs, the data import process, and integrations with Salesforce and Vantagepoint Connect.

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.
Use Hubs for CRM	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.
Import Data for CRM	Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.
Lead Qualification	Learn how to search for, create, qualify, and disqualify leads.
Outlook Integration	Learn how to use the Outlook add-in to integrate Vantagepoint and Microsoft Outlook.
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.
Introduction to Vantagepoint Connect	The Vantagepoint Connect add-in with Vantagepoint CRM provides two-way synchronization of your contacts and calendar items with your email application. This tutorial includes videos of the key features of Vantagepoint Connect.
Setting up and Deploying Connect	Learn about the different user and installation scenarios to set up the Connect add-in.