Video Tutorials

Welcome to the Video Tutorials. Here you will find a variety of videos about the Insidesales.com system and it's general and more advanced use.

Advanced Search and Results Per Page

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.

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Voice Message Creation - How To

How to create a simple voice message recording. Uses the standard voice message manager and a direct telphone line.

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Dialer Initiative Setup - Section 1

Goes through options on the first of the seven sections of setting up a dialer initiative. The most important options include the time between calls, and the default voice message.

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Preparing a Spreadsheet For Upload

A detailed look at some of the key things to do to have your CSV spreadsheet file ready to upload.

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Common Database Organization Fields

Shows the five most common criteria for doing basic organization of data. These five criteria are also commonly used for organizing workflow strategies, as well as for cross-section and split-test reporting.

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Dialer Initiative Setup - Section 3 Part 1 - Overview

This training explains the general concepts of setting up a dialer initiative time block with its related queries. A detailed description of filters and sorting rules are in separate videos.

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Uploading Leads from a Spreadsheet

Goes through the detailed four-step process for importing data to the CRM via an existing spreadsheet file. Before importing, you may want to review the sections on how to prepare the spreadsheet for upload.

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Dialer Initiative Setup - Section 3 Part 2 - Filters

In this video we demonstrate the basic process for setting up dialer filter rules, as well as show three of the most common filters--Status, Campaign, and Location (Time Zone).

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Lead Routing - Typical Flow

This video shows a typical lead routing process and defines some basic terminologies for the lead routing tool.

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Routing Rule Creation

A short demonstration of how to create a routing rule, using existing skills and proficiencies.

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