VINTORY TRAINING WEBINAR SERIES
Webinar 1: Vintory CRM 101
This is the first webinar in the new webinar series! Learn the ins and outs of the Vintory CRM with an overview.
Settings
Learn how to configure your Business Profile, individual User Profile, Add Employees, create Tags, edit Custom Values, and more.
Dashboard
Understanding your Dashboard is key!
Conversations
This unified inbox is essential in managing your leads.
Contacts
Learn to navigate through your Contact cards.
Opportunities
This is the center hub for your leads!
Reporting
Understanding your data is important in any business.
Support
Having the help when you need it is extremely important!
Anna McDonald
Product Support and Training Specialist