by Esteban Valeo | Jan 25, 2021 | CRM, Support
There are two primary tools used to filter and view your CRM data, and they are integrated together: Views and Saved Searches. Views: Broad lists of Leads based on specific criteria. Views are used to display segments of Leads to a user and also trigger logic built...
by Esteban Valeo | Jan 25, 2021 | Get Started, Support, Webinars
Accessing your Zoom Account Your InvesTechs Account Manager may provide you with enterprise-level Zoom accounts as a part of your services. If conducting Webinars is part of your services then at least one Zoom Webinar license will be included. If you have an existing...
by Esteban Valeo | Jan 25, 2021 | CRM, Support
Within your CRM there are multiple ways to send emails to individual or lists of Leads. This tutorial will go over each of the following methods: Template Emails Sending Emails from SalesInbox Sending Emails from the CRM Send Emails Using Templates Your CRM comes...
