Learn more about unsubscribes, how they are processed, where to find them and how to know if someone is unsubscribed (Length 4 min.)  

Search & Deploy now called Email/Print/Post – How to deploy a bulk email: Click Play Below (Approx. 12 min.):

Learn about Discovery guides, how and when to use them.  Where to find Discovery guides and how to configure them. (Length 14 min.)

Learn about using Tasks, includes creating, editing, deleting and fulfilling Tasks. (Approx. 17 min.)

Learn how to import contact records and the information required. (Length 6 min.)

Learn basic functions within the Editor, such as creating a template, using merge fields, using spell check and adding graphics and links. (Length 12 min.)

Learn how and when to use groups, create groups, find groups and more. (Length 6 min.)

Learn about adding, modifying or deleting user accounts. Keep in mind if you are deleting a user account we recommend you contact support to ensure upcoming tasks, appointments and sticky point/SLPs notifications are properly reassigned. (Length 4 min.)

Learn how to quick jot off an email to contact record and see where to find it in history. (Length 5 min.)