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SwiftFox
Australia
เข้าร่วมเมื่อ 6 ก.ค. 2020
Bring your contacts, communications, marketing and project management together in an intuitive and collaborative CRM platform.
Haven't tried Swiftfox CRM yet?
Sign up for a free trial here: www.swiftfoxcrm.com/contact/
Haven't tried Swiftfox CRM yet?
Sign up for a free trial here: www.swiftfoxcrm.com/contact/
วีดีโอ
Create people and Organisations
มุมมอง 863 หลายเดือนก่อน
A step-by-step guide on how to add your first contact to SwiftFox. How exciting!This tutorial covers; creating a person profile, an organisation profile, setting a stakeholder leader, and how to update contact custom fields.
Store Interactions & Set Tags
มุมมอง 343 หลายเดือนก่อน
Contact Profiles are dynmaic! This tutorial uncovers the world of posts. See all the interactions taking place with your contacts automatically and learn how to create your own!
Update Contact Information
มุมมอง 383 หลายเดือนก่อน
Learn how to update contact details and custom fields on a profile
Use your lists
มุมมอง 243 หลายเดือนก่อน
Lists are everywhere in SwiftFox. See how and where they are used across SwiftFox communication features.
List vs Search
มุมมอง 293 หลายเดือนก่อน
This tutorial compares two important list types: Save List and Save Search. Know the difference once and for all!
Build Targeted Lists
มุมมอง 353 หลายเดือนก่อน
We love a great list! Learn how to create a list using your custom fields. A must see for learning SwiftFox!
Exporting in List Builder
มุมมอง 263 หลายเดือนก่อน
As it reads, this is all about learning to export from the list builder. What to bring? You will need permissions to export from the list builder. All data contained in this video is fake for the purpose of this tutorial and does not represent real people or organisations.
Reset Passwords and Set 2FA
มุมมอง 423 หลายเดือนก่อน
A double layer of protection is worth a few minutes of your time. A must watch!
Users & Groups
มุมมอง 113 หลายเดือนก่อน
What's a user? What's a user group? This tutorial is an essential for all administrators, as we dive into user access and how to create dedicated groups of user permissions. Bring; your serious face.
Create Category Types
มุมมอง 93 หลายเดือนก่อน
Learn how to create categories for your contacts, so you can distinguish between; members, clients, prospects, and stakeholders. So easy, and so useful.
Create Tags for Posts
มุมมอง 153 หลายเดือนก่อน
Tags on posts group like information together. This way when your team creates and shares posts, like information can be easily searched and found. Learn why this is useful.
Set Email Campaign Categories
มุมมอง 143 หลายเดือนก่อน
Email category types mean more people on the mailing list! Learn how to set external campaign categories such as; 'marketing' 'news' and how to make your campaign type internal only.
Create Your Email Signature
มุมมอง 153 หลายเดือนก่อน
Sending a direct email to a contact? Learn how to add a signature, and how to set it by default. How nice, how easy, how you.
Australia’s Referendum: Learn more about The Voice
มุมมอง 7411 หลายเดือนก่อน
Australia’s Referendum: Learn more about The Voice
Vote No! We must say that all Australians are Australians. Regardless of their background, ethnicity, etc. We are the one and we are many with multiple cultures from the whole world!
'Promo SM' 🎊
This is good stuff!