Demos and tutorials

 

If you are looking for information about a particular feature, you can try our knowledge base, which also includes links to specific screen-shot demos.

Flash demos Introduction Overview (2 min 30 sec): A brief summary of the major features of the sfCRM application. Using sfCRM Navigation (2 min 30 sec): Navigating among the application's screens. Search tools (4 min): How to use the built-in search tools to find records quickly. Personalization (3 min): How to set up the application to suit your needs and tastes. Common functions I (4 min): How to navigate the application and find records quickly. Common functions II (4 min): How to manage accounts and contacts. Managing filters (5 min 30 sec): Creating and editing filters. Managing reports I (6 min 40 sec): Introduction to reporting. Managing reports II (3 min 50 sec): More about reporting tools. Territories (3 min 40 sec): Territories, from a user's perspective. Managing and administering sfCRM Administering picklists (4 min 9 sec) How to manage picklists for the various record types. Territory management (4 min 52 sec) Territory management from an administrator's perspective. Page layouts and field labels (8 min 50 sec) How to set field labels and manage page layouts. Users and user types (6 min 50 sec) How to set up user profiles and track user sessions. Intro to custom fields (5 min) How to create new custom fields. Calculated fields (4 min 20 sec) How to associate rules for calculating field values. Calculated fields II (5 min 50 sec) How to create more sophisticated calculations of field values, such as synthesized strings and auto-number values. Updating multiple records (2 min 12 sec) How to use the import/update facility to update lots of records at once. Vocabulary editing (5 min 50 sec) How to customize the application to use your own vocabulary.

Screen-shot demos Using sfCRM Installing sfCRM on a Windows computer Creating a new account Creating a new contact Linking contacts to accounts Logging multiple outbound calls Tracking competitive information Creating a filter Managing available filters Using the calendar to schedule appointments Maintaining notes with data records Linking opportunities to contacts Attaching documents to records Converting leads to opportunities Ad-hoc sharing of records Data import: overview Calendar sharing Personalizing sfCRM Specifying numbers of records on the main list pages Configuring your date format, password and contact information Configuring your menu bar and its contents Administration The folder structure of a deployed sfCRM application Controlling the menu items available to a user type Application information: Obtaining information about your application's version, signature and license Setting administration parameters: country, time zone, backup time, session timeouts, etc. Configuring page layouts Creating custom fields Deleting custom fields Adding a new user