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How to send a mass email in eSalesTrack |
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Category:
E-mail
Role:
User |
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This is a brief video on how to use eSalesTrack to send mass e-mails to your client base. Use this tool for sending newsletters, promotions, or just general updates. |
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How to create an opportunity in eSalesTrack |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video on how to create a new opportunity in eSalesTrack. Opportunites are used to track revenue from a specific account. |
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How to use the epad |
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Category:
Using eSalesTrack
Role:
User |
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This is a demonstrational video on how to use the epad in eSalesTrack. The epad will save notes for you and you can pull them up quickly. |
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How to create a case |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video that explains how to open a new case in eSalesTrack. Cases are used to keep track of problems with your customers. Cases are associated with a specific account. |
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How to create a campaign |
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Category:
E-mail
Role:
User |
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This is a short video on how to create a campaign in eSalesTrack. You can use campaigns to send a series of emails and tasks based on a timeline. |
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How to create email templates |
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Category:
E-mail
Role:
User |
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This is a short video on how to create email templates in eSalesTrack. Email templates are saved in the system and can be loaded and sent quickly. |
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How to download the Outlook plug-in |
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Category:
E-mail
Role:
User |
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This is a short video on how to download the Outlook plug-in for eSalesTrack. Outlook can be sychronized with your eSalesTrack account. Emails, appointments, tasks, and contacts can be updated from either system. |
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How to connect emails from Outlook to eSalesTrack |
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Category:
E-mail
Role:
User |
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This is a short video on how to connect emails in Outlook to your eSalesTrack account. You can take an email from outlook and save it to the email tab in a specific account. |
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How to import data |
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Category:
Manage Data
Role:
User |
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This is a short video on how to import data into eSalesTrack. Data can be imported from excel spreadsheets or CSV files. |
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How to arrange modules |
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Category:
Configuration
Role:
User |
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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. |
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How to do a filtered search |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video on how to run a filtered search in eSalesTrack. This feature can be useful for creating a specific list of records. |
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How to create an announcement |
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Category:
Using eSalesTrack
Role:
Administrator |
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This is a short video on how to create an announcement in eSalesTrack. An announcement will show up on the home page of all the users in your eSalesTrack account. |
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How to configure your home screen |
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Category:
Configuration
Role:
User |
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This is a short video on how to configure your home screen in eSalesTrack. The home page consists of a series of teasers that can be added and deleted. Teasers are visuals representations of your data. |
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How to create a new task from within an account |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video on how to create a task from within an account in eSalesTrack. The task will be connected to the account and a link to the account information will appear on your task list. |
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How to create a task |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video on how to create a task in eSalesTrack. Tasks appear on the "Task List" teaser that can be added to your home page. |
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How to add a field on a form |
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Category:
Configuration
Role:
Administrator |
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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. |
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How to add your logo |
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Category:
Configuration
Role:
Administrator |
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This is a short video on how to add your logo inside of your eSalesTrack account. Your logo will appear at the top left of your screen. |
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How to add an email signature |
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Category:
E-mail
Role:
User |
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This is a short video that explains how to add an email signiture to your eSalesTrack email account. The signiture can include any contact information about yourself and will auto populate at the end of all your emails. |
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How to send emails from a different address |
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Category:
E-mail
Role:
User |
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This is a short video on how to send emails in your eSalesTrack emails account from a different address. This feature allows you to send emails in eSalesTrack but use your own corporate email address. |
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How to add web link inside of eSalesTrack |
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Category:
Configuration
Role:
User |
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This is a short video on how to add a link inside of your eSalesTrack account. You can include websites that you visit frequently and have quick access to them. |
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How to add a web form to your website Part 1 |
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Category:
Configuration
Role:
Administrator |
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This is a video on how to create a web form on your web site that will filter into you esalestrack account. This is an advanced video and is much longer than the other tutorial videos. This is a great way to generate leads or for customers to report problems they are experiencing all from your website. This is part 1 of a twp part video. |
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How to add a web form to your website Part 2 |
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Category:
Configuration
Role:
Administrator |
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This is a video on how to create a web form on your web site that will filter into you esalestrack account. This is an advanced video and is much longer than the other tutorial videos. This is a great way to generate leads or for customers to report problems they are experiencing all from your website. This is part 2 of a two part video. |
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How to enable customer sharing |
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Category:
Configuration
Role:
User |
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This is a demonstrational video on how to enable customer sharing in eSalesTrack. You can give another user the permission to view and edit your account/leads/opportunities/cases. This video will walk you through this process. |
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How to enable calendar sharing |
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Category:
Configuration
Role:
User |
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This is a demonstrational video on how to enable calendar sharing in your eSalesTrack. This enables you to give visibility to other users to your calendar. You can assign different colors to separate your appointments from other user appointments. |
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How to enable access sharing |
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Category:
Configuration
Role:
User |
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This is a demonstrational video on how to enable access sharing in your eSalesTrack account. You have the ability to give access to your account to any of the users in your eSalesTrack account. Once you give them access they will have the option to assume your user account from their user account. They will be |
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How to create a view |
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Category:
Using eSalesTrack
Role:
User |
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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. |
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How to create a reoccurring appointment |
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Category:
Using eSalesTrack
Role:
User |
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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. |
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How to add users and create roles |
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Category:
Configuration
Role:
Administrator |
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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. |
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How to change to B2C customer base |
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Category:
Configuration
Role:
Administrator |
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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. |
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Sales Process |
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Category:
Using eSalesTrack
Role:
User |
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This is a video demonstrating a simple sales process using eSalesTrack. This example starts with a lead generated from the web all the way to the close of the sale. It also includes an overview of the sales funnel and a simple report.eSalesTrack can customize a CRM for any sales process, this is just one example. |
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Daily webinar training |
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Category:
Using eSalesTrack
Role:
User |
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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. The webinar starts on Monday with basic things and gets more advanced as the week goes on. The video also goes through how to record your attendance code and track your progress with the training. |
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How to do a mass delete |
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Category:
Manage Data
Role:
User |
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This is a short video on how to do a mass delete. If you use the mass delete utility the records will be permanently deleted. There is the option to make your records inactive, this will take them out of your list but you can pull the information up if you need it. This video will take you through how to get rid of records both ways. |
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How to transfer data to another user |
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Category:
Manage Data
Role:
User |
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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. |
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How to reassign a team members records |
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Category:
Manage Data
Role:
User |
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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. |
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How to manage unassigned records |
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Category:
Manage Data
Role:
Administrator |
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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. |
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How to do a mass update |
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Category:
Manage Data
Role:
User |
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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. |
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Call Back Date |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video on how to use a call back date field. This is a default field that appears on the lead form when you sign up for an account. This is a great way to keep track of which leads need to be contacted and when. You can create a view with the call back date and essentially create a to do list under the leads module. |
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How to create an appointment |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video on how to create an appointment in eSalesTrack. You can create an appointment that is connected to an account so you have quick access to their information. |
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How to add users to an appointment |
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Category:
Using eSalesTrack
Role:
User |
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This is a short video on how to add people to an appointment. You can invite other users in your account and also invite people by email. |
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eSalesTrack- Demo |
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Category:
Using eSalesTrack
Role:
User |
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This is a quick demo of eSalesTrack. This show a couple of the features and how eSalesTrack works. |
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Configuration Packet |
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Category:
Configuration
Role:
Administrator |
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This is a short video outlining the configuration process. You will receive two documents after you activate your account. This video takes you through how to fill out the Excel file. |
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