Video Tutorials: Data Management

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.

Advanced Searches

Advanced searches are the best way to quickly and easily find key sets of data. This tool is a great way for new users to get used to the basic "feel" for the InsideSales.com system.

Basic Searches

How to perform basic searches using the default search options. Basic search criteria can include names, status, and rating.

Contact Records

A basic description of Contact records. Contacts are sub-records of accounts that contain personal contact information.

Date Stamp Searches

Demonstrates how to use key date information when searching for records. This is useful for tracking down new records, or when looking for records that have been recently updated.

Definition of a Deal

Basic definition of a Deal record. Deals are short, generally simple records of a single transaction or sale.

Exporting Lists of Data

Shows how to export a standard list of data from any area of the InsideSales CRM. Uses the advanced search and Export to CSV functions found in all of the standard database lists.

How to Create a Lead Routing Skill

Here we show the basic elements of setting up a lead routing skill. Skills require a dropdown field, an agent assignment, and a proficiency.

Lead Routing - Typical Flow

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

Lead Routing Concepts

Here we discuss some of the basic concepts behind establishing a lead routing system. Designed to help managers brainstorm ideas for their processes.