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