Hubs Basics (Browser)
The hubs are designed to be easy to learn and use. In a very short time, you will know your way around and be ready to use them to manage your pursuit of business projects.
The first time that you open a hub, Vantagepoint displays an introductory message explaining the hub's functionality and the available options.
Videos
Title | Purpose |
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Learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record to a hub. The video also introduces the import process, which automates the data entry process. |
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Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies. |
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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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Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources. |
- Related Topics:
- How to...
These help topics provide step-by-step instructions for basic tasks that you will perform while working in the different hubs. - Fields and Options
These help topics provide descriptions of individual fields and options in the different hubs. - Learn More About...
These help topics provide information about key concepts and components to help you use the hubs.