FC2Video

This is a short video on how to create and use views in your eSalesTrack account. Views are a great way to view lists of your data in different ways.

This is a short video on how to manage who will have visibility to the unassigned records in your account. When you import new leads or they import from a web form they will show up on the unassigned leads tab in your leads module.

This is a short video on how to create a reoccurring appointment. This video shows you how to put the daily webinar that happens everyday at 3:00pm on your calendar.

This is a short video on how to reassign a team members data to another user. This works well if you plan on deleting a user because it will move all of their data over. If you delete a user before moving the data it will be lost.

This is a short video on how to use the next step date field. This is very helpful for call centers.

This is a short video on how to do a mass update. A mass update will quickly change a field's value for selected records using a search or filter function. You can do a mass update in the accounts, leads, cases, contacts, or opportunities module.

This is a short video on how to use the mass delete utility. Records deleted with the mass delete utility are not recoverable. You can make a record inactive and be able to save the information. This video will explain the difference and explain how to get rid of records both ways.

This is a short video on adding users and creating roles in your eSalesTrack account. You can create roles for your users and select different module and control permissions for different users.

This is a short video on how to arrange the modules in your eSalesTrack account. Modules are the icons that appear at the top of your screen, they are quick links into areas of the system.

This is a quick video that shows how to opt out of the webinar emails.

This is a short video that shows you how to transfer data from on user in your system to another user. You can can transfer accounts, leads, contacts, opportunities, and cases.

This is a video on how to RSVP and attend our daily webinar sessions. We offer a daily webinar for our customers at 3:00pm central time.

This is a short video that explains how to configure your eSalesTrack account if you have a B2C customer base. The account name is a required field but it can auto-populate the first and last name of the account.

This is a short video on how to add your logo into your esalestrack account.

This is a video on how to add fields to forms in your eSalesTrack account. The forms are completely customizable and they can be altered to reflect the information you are looking to capture about your clients.

This video shows a simple sales process using eSalesTrack. eSalesTrack can be customized for any sales process, this is just one example.

This is a short demo of eSalesTrack. This video goes over the features and benefits of our on-demand web based CRM. You can find a free trial of eSalesTrack at www.esalestrack.com.