ONCONTACT CRM RESOURCES

Learn More At Your Own Pace

CRM Online Training Resources

Discover all the features and functionality of OnContact CRM – wherever and whenever you want. We provide you with all the online training resources you and your users need to become OnContact CRM experts.

CRM SOFTWARE KNOWLEDGE BASE

The OnContact CRM Knowledge Base includes all online training resources – from user manuals and step-by-step training guides to how-to videos and self-paced CRM courses.

Recently Added

Recently Added OnContact CRM Resources

We’re constantly adding new videos and documentation to our growing CRM knowledge base. Check here for recently added videos, tutorials and step-by-step guides.

Products

Products in OnContact CRM

Take a closer look at adding products and using the product interest field.

STEP-BY-STEP CRM GUIDE

Searches & Dashboards

Using Searches, Dashboards & Reports

Take a closer look at options to retrieve and view your CRM data.

Administrators

Managing Users & Admin Functions

Learn how to use the various administrative user functions in OnContact CRM.

Data Imports & Exports

Importing & Exporting CRM Data

Explore the features available within the import and export CRM data process.

Working with Email

CRM Outlook Add-In

Take a closer look at the Outlook integration features included in OnContact CRM.

CRM Gmail Integration

An overview of OnContact CRM Gmail Intregration.

STEP-BY-STEP CRM GUIDES

Email Designer

Learn how to use the OnContact CRM Email Designer, Create Email Templates and Send Mass Emails.

Email Merge & Sending Mass Emails

Learn how to use OnContact CRM to send emails and create a mail merge.

Sales

Sales Management

Learn how to effectively manage your prospects, sales and opportunities.

RB-ERP: CRM Sales Rep Portal

An overview of the powerful Sales Rep Portal applicaiton.

Marketing

Marketing Management

Create custom marketing campaigns and use social media to reach customers.

ONCONTACT CRM TRAINING MANUAL

Marketing Automation

Discover the many Marketing Automation features available in OnContact CRM V8.1 and beyond.

CRM TRAINING VIDEOS

STEP-BY-STEP CRM GUIDES

Customer Service

OnContact CRM Customer Service

Explore the Service dashboard and Knowledge Base in OnContact CRM.

Word Merge

Word Merge

Learn how to create and upload a mail merge Word document.

Mobile

OnContact CRM Mobile App

Get started with the OnContact CRM mobile app.

SELF-PACED TRAINING COURSE

ONCONTACT CRM TRAINING MANUAL

CRM SOFTWARE TRAINING VIDEOS

These short CRM videos offer easy-to-follow, step-by-step instructions on how to get started with OnContact and perform basic tasks like adding a new contact, managing your to-do list, and so much more. Check them out!

Recently Added
crm video training
Lead ScoringAutomate the lead qualification process so quality leads receive proper attention
crm video training
Track Website LeadsLink your website with OnContact and start tracking website visitors
crm video training
Web Form IntegrationUse the OnContact Lead Form to gather data from your website visitors
crm video training
Send a Mass Email To a ListSchedule an email using a communication list
crm video training
Removing Custom ColumnsRemove custom columns from main screen
crm video training
Showing Custom Fields in Search ResultsDisplay a custom header field in search results
crm video training
Adding Custom Fields with Extended PropertiesAdd custom header fields using extended properties
crm video training
Adding Existing Fields To Header ScreensAdd existing fields on headers on main pages
crm video training
Recovering Hidden Header FieldsRecover header fields on main pages
crm video training
Hiding Header FieldsHide header fields on main pages
crm video training
Rearranging Header FieldsRearrange header fields on main pages
crm video training
Incident Screen OverviewAn overview of the Incident Edit page
crm video training
Opportunity Screen OverviewReview the features and options of the opportunity screen.
crm video training
Contact Screen OverviewReview features & options of the contact edit screen.
crm video training
Company Screen OverviewReview features & options in company edit screen.
Getting Started
crm video training
Getting Started Part 1: Workspace OverviewGet an overview of the CRM application.
crm video training
Getting Started Part 2: Adding & Merging RecordsLearn how to add, edit and remove CRM data.
crm video training
Add a New ContactThe quickest way to add a new Contact to a Company.
crm video training
Add a New CompanyHow to add a new Company to OnContact CRM.
crm video training
Add to FavoritesBookmark any CRM record for quick access.
crm video training
Manage Your To-Do ListStay on top of your Activities with your to-do list.
crm video training
Create a New AlertUse alert messages to communicate with others.
crm video training
Company Screen OverviewReview features & options in company edit screen.
crm video training
Contact Screen OverviewReview features & options of the contact edit screen.
crm video training
Opportunity Screen OverviewReview the features and options of the opportunity screen.
CRM Setup
crm video training
CRM Setup: Adding & Managing Action CodesLearn how to setup your OnContact CRM application.
Searches & Dashboards
crm video training
Change Dashboards & FiltersLearn how to customize your dashboards.
crm video training
Using Quick SearchTips on using the Quick Search to find the record you need.
crm video training
Using New Company SearchQuickly find the CRM record you need.
crm video training
Using & Creating Saved SearchesHow to use saved searches and create your own saved search.
Administrators
crm video training
Add a New UserLearn how to add new OnContact CRM users.
crm video training
Reset User PasswordLearn how to reset a user's password.
Sales
crm video training
Add a New OpportunityCreate a new opportunity and link it to a contact and company.
crm video training
Send Mass Email to ContactsSend a group email to your contacts in just a few steps.
crm video training
Opportunity Screen OverviewReview features and options of the Opportunity screen.
Marketing
crm video training
Marketing: Lead Records & Lead TrackingAdd leads and track them throughout the prospecting process.
crm video training
Marketing: Email DesignerLean how to create emails and email templates
crm video training
Track Website LeadsLink your website with OnContact and start tracking website visitors
crm video training
Web Form IntegrationUse the OnContact Lead Form to gather data from your website visitors
crm video training
Lead ScoringAutomate the lead qualification process so quality leads receive proper attention
Data Imports & Exports
crm video training
Import Data into OnContact CRM 7Import a file and use a template to simplify the process.
crm video training
Prepare Spreadsheet for ImportUse the import templates to format and import data.
crm video training
Run De-Duplication UtilityKeep your data clean with the de-duplication utility to merge duplicate records.
crm video training
Import Data into OnContact CRM 8Import a file and use a template to simplify the process.
Working with Email
crm video training
Using Outlook IntegrationAn overview of all the Outlook integration features.
crm video training
Using Email DesignerCreate beautiful emails and email templates
crm video training
Send a Mass Email To a ListSchedule an email using a communication list
crm video training
Email Template Designer Part 1Review the initial prep and set up convenience features.
crm video training
Email Template Designer Part 2Learn email template basics and layout options.
crm video training
Email Template Designer Part 3Learn advanced email template features.
Products
crm video training
Using Product Interest FieldKeep track of which products and services contacts are interested in.
Customer Service
crm video training
Incident Screen OverviewAn overview of the Incident Edit page
crm video training
Create an IncidentUse incidents to keep track of customer service issues.
crm video training
Close an IncidentUse CRM to follow-up and close an incident.
crm video training
Monitor all ActivitiesMonitor activities, trends and response times.
crm video training
Monitor all IncidentsUse the service dashboard to monitor all open incidents.
Customization
crm video training
Rearranging Header FieldsRearrange header fields on main pages
crm video training
Hiding Header FieldsHide header fields on main pages
crm video training
Recovering Hidden Header FieldsRecover header fields on main pages
crm video training
Adding Existing Fields To Header ScreensAdd existing fields on headers on main pages
crm video training
Adding Custom Fields with Extended PropertiesAdd custom header fields using extended properties
crm video training
Showing Custom Fields in Search ResultsDisplay a custom header field in search results
crm video training
Removing Custom ColumnsRemove custom columns from main screen

SELF-PACED CRM TRAINING COURSES

Feeling smart? Browse through our library of CRM software courses and start learning at your own pace.

Unit 1: Getting Started

Unit 1: Getting Started with OnContact CRM

After completing this CRM course, you will be able to:

  • Understand the relationship between Company, Contact, Activity and other records
  • Navigate and use basic CRM functions
  • Use searches and dashboards
  • Add and maintain information for your companies, contacts and activities
  • Use the Workspace to keep track of your tasks
CRM Training Resources
Unit 1: Getting Started with OnContact CRM
Unit 2: Customizations

Unit 2: Customizing OnContact CRM

After completing this CRM course, you will be able to:

  • Customize the drop down lists for all fields, including:
    • Company
    • Contact
    • Activity
    • Opportunity record
CRM Training Resources
Unit 2: Customizing OnContact CRM
Unit 3: Imports

Unit 3: CRM Imports

After completing this CRM course, you will be able to:

  • Locate and prepare data for import to CRM
  • Choose the correct template and create import file
  • Run the import utility
  • Check for duplicate records
CRM Training Resources
Unit 3: OnContact CRM Imports
Unit 4: Outlook Add-In

Unit 4: CRM Outlook Add-In

After completing this CRM course, you will be able to:

  • Install MS Outlook Add-In
  • Sync Emails and Appointments between Outlook and CRM
CRM Training Resources
Unit 4: MS Outlook Add-in
Unit 5: Mobile App

Unit 5: Oncontact CRM Mobile App

After completing this CRM course, you will be able to:

  • Install the CRM Mobile app
  • Use the Mobile app to search for and download Activities, Contacts, Companies and Opportunities
  • Manage your To-Do List
  • Enter and maintain records from Mobile app
CRM Training Resources
Unit 5: CRM Mobile App