Tutorial Videos

A how-to series that will have you up and running in no time!

1. Walkthrough the Sales Pipeline in Simple Sales Tracking

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3. Dive Deeper into Accounts by Adding Contacts, Tasks and Appointments

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5. Add and Manage Team Members and Security Access in Simple Sales Tracking

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7. Capture and Store Customer Emails in Simple Sales Tracking

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9. Import Leads, Opportunities and Accounts into Simple Sales Tracking

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2. Start Page and Search Overview on Simple Sales Tracking

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4. Custom Fields, Lead Sources and Opportunity Stages

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6. Manage Company-Wide and Personal Settings

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8. Produce Reports and Charts, then Export the Results with Simple Sales Tracking

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10. Web to Lead Capture with Simple Sales Tracking

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