New User Overview of Basics of MSICRM

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.