THIS IS A REQUIRED WEBINAR IN THE VINTORY ONBOARDING PROCESS

Getting Started with Vintory

Throughout this working webinar, you will begin setup for your Vintory account.  This crash course will give you a complete overview of the CRM system.  The set up will be crucial to complete in order to proceed through the onboarding process.  

  • Settings

    Set up your Business Profile and Individual User Profile

  • Phone Numbers

    Learn how to modify forwarding numbers, call settings, and test your campaign phone numbers.

  • Custom Values

    Update notifications to appropriately receive Client Notifications via Email and SMS

  • Domain

    Learn where to add your CNAME.

  • Dashboard

    Understanding how to navigate the Dashboard

  • Conversations

    Dive in to the unified inbox

  • Contacts
    Utilizing the Contacts will be important to record all the information for your leads

  • Calendars
    Learn where your appointments will be housed

  • Opportunities
    Learn about the main hub for managing your leads

  • Automations
    Understand all the automations assocaited with your Sales Pipeline

  • Crystal DeVall

    Director of Account Management

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