How to Send Your First Email in Touchdown
How to Send Your First Email in Touchdown Learn how easy it is to Send an Email from within your CRM System using Touchdown. Transcript
Microsoft Dynamics 365
How to Target Your Audience with Filters in Touchdown
How to Target Your Audience with Filters in Touchdown Touchdown Filters are like Marketing Lists on Steroids. Easy to use, and they work with Power
How to Configure Leads, Contacts, and Custom Entities in Touchdown
How to Configure Leads, Contacts, and Custom Entities in Touchdown You can set up email campaigns in your CRM to Leads, Contacts, or any Custom
How to Set Up Senders in Touchdown
How to Set Up Senders in Touchdown Learn how to set up sending email addresses in Touchdown Marketing Suite. Transcript This is Steve Pestillo from
Fun with Canvas Apps (Part 4) – KanBan Boards
Fun with Canvas Apps (Part 4) – KanBan Boards A KanBan Board will paint a clear picture of your Business Process for Sales, Service, Project
Fun with Canvas Apps (Part 3) – Side Panel Windows
Fun with Canvas Apps (Part 3) – Side Panel Windows Use a Dialog-Style Window in the Side Panel to collect information from end-users in Dynamics
Fun with Canvas Apps (Part 2) – Collecting Data with Gallery Views
Fun with Canvas Apps (Part 2) – Collecting Data with Gallery Views Use a Gallery View to Enter or Modify Data in Dynamics 365 and
Fun with Canvas Apps (Part 1) – Gallery Views
Fun with Canvas Apps (Part 1) – Gallery Views Use a Simple Gallery View to Monitor System Jobs and Data Synchronizations in Dynamics 365 and
Managing Territories in CRMPlus365
Managing Territories in CRMPlus365 Learn how we manage sales territories in Microsoft Dynamics 365 and CRMPlus365. Transcript We recently had a client reach out to
Pipeline View – Part 3
Pipeline View – Part 3 View Your Opportunities Graphically with the New Deal Tracker and Sales Funnel. Transcript This is Steve Pestillo from P2 Automation.