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SalesChain University Tutorial Videos
View Our Library of Tutorial Videos Below!
SalesChain Basics
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SalesChain Essentials 01: Introduction
SalesChain Essentials 02: How To Log In, Log Out, and Change your Password
SalesChain Essentials 03: How to Change your User Preferences in SalesChain
SalesChain Essentials 04: How to Navigate the SalesChain System. A basic Tour.
SalesChain Essentials 05: Searching For Accounts Using Both Basic and Advanced Search Tools
SalesChain Essentials 06: How to Create a New Account Two Ways
SalesChain Essentials 07: How to Add A Contact to An Existing Account
SalesChain Essentials 08: How to Export a List of Contacts as a .csv
SalesChain Essentials 09: How to Merge Two Accounts
SalesChain Essentials 10: Searching for Contacts
SalesChain Essentials 11: All About Groups. How to Make and Edit Groups in SalesChain
SalesChain Essentials 12: User Action Vocabulary
SalesChain Essentials 13: How to Make a New Task
SalesChain Essentials 14: How to Act upon Tasks With Task Actions
How To Configure SalesChain's Outlook 365 Integration
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Advanced Tutorials
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How To Properly Follow Up On Or Upgrade a Lease in SalesChain
How To Process Multiple Delivery Jobs On A Single Order In SalesChain
Price Proposals Faster – SalesChain 4 Minute Tutorials
Submitting a Credit App With SalesChain: All You Need To Know Featuring Robin Fonck of GreatAmerica
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Full Training Sessions
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SalesChain New User Training – Full Course
SalesChain Management Reporting Training – Full Course
SalesChain Mobile Version 3 – Walk-Through and Basic Training
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SalesChain University Training
On this page, you’ll find a number of videos explaining how to perform various actions within the system. Everything from logging in, to scheduling tasks, to performing advanced searches in the accounts screen. Out goal is to answer your fundamental questions and get you using SalesChain like a pro.
Still Need Help?
If you are not finding the topic you’re looking for, or need further explanation, please feel free to reach out to our manned help desk! SalesChain is proud to offer best-in-class support, and our representatives would be happy to take your call or answer your email to address your question. Reach out to our help desk below.