These video covers the basics of the system usage:
- Logging In
- Creating Leads, Clients and Applications
- Converting a Lead to a Client
- Running canned Reports
- Overview of the Dashboard
NOTES – 12/19/2020:
*The video states erroneously that Click-To-Call isn’t working in Firefox. It does work correctly with MSICRM.
**The function of adding a Spouse as a Client is now automated in the Lead Convert process.