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

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