This video demonstrates how to use Advanced Search and Results Per Page techniques for better database organization and management. This applies to a number of common activities, including using the Mass Update and JabberDog tools.
Advanced searches are the best way to quickly and easily find key sets of data. This tool is a great way for new users to get used to the basic "feel" for the InsideSales.com system.
Demonstrates how to use key date information when searching for records. This is useful for tracking down new records, or when looking for records that have been recently updated.
Shows how to export a standard list of data from any area of the InsideSales CRM. Uses the advanced search and Export to CSV functions found in all of the standard database lists.