Below you will find an ordered set of short videos both to guide you and as a reference to Accounts & People.
Topic | Length | |
1 | Account types | 4:23 |
2 | Account billing types | 2:13 |
3 | Navigating the Accounts page | 6:53 |
4 | Adding and Editing an Account | 6:05 |
5 | Accounts Admin view | 5:57 |
6 | Navigating the People page | 3:54 |
7 | Adding and Editing a Person | 5:34 |
8 | Relationships | 1:59 |
9 | Account Name override and Field Templates | 1:54 |
10 | Mail Name Override and Field Templates | 1:13 |
11 | Splitting a Person out of an account and Merging Accounts | 6:25 |
12 | Tags | 13:28 |
13 | Marking Someone as Deceased | 2:45 |