Sales & Marketing

 
Learn how to perform many Sales & Marketing tasks within 1CRM! 

Lifecycle of a Lead »

Learn all about the lifecycle of a lead within the 1CRM Customer Relationship & Business Management system. Discover how to convert your target into a lead, your lead into a contact & account, and how to create an opportunity and a quote.
 

Mail Merge »

This video quickly describes how to perform a Mail Merge within 1CRM. Mail Merge is a very handy capability for generating a physical mail-out to a group of clients of personalized letters.
 

Email Marketing Campaigns »

In this video, you will learn how to create a basic email marketing campaign and track your results within the 1CRM Customer Relationship & Business Management system. Along the way, you will also learn how to create an email template and a target list.
 

1CRM for RingCentral »

Integrate your 1CRM with RingCentral today!