Call On CRM - Broadsoft Video Tutorials

Call On CRM - Broadsoft Training Videos

Website registration

This video gives you a walkthrough of registering on our website. After you regsiter you get additional tabs.
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Download & Install

This video shows how to download and install Call On CRM from our website.

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Account Configuration

This video show you have to configure Call On CRM to work with your Broadsoft based phone system.

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Licensing

This video walks you thorugh purchasing and applying licensing credits to your Call On CRM account.

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Custom Layout Buttons

This video gives you a walkthrough of how to put custom dialer button on your contact layout.
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Simple Dialing

This video shows how to place calls from Sage ACT! with Call On CRM

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Call Control Features

This video show you how to control calls, transfer, hold, conferencing and more.

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Contact Matching & Logging

This video shows how Call On CRM matches the incoming contact records in your database and how to create new contacts if no matched contact exists.

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Settings

This video gives of the various settings in Call On CRM and reviews the behavior the settings effect.
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Reverse Lookup

This video shows how our Reverse lookup feature can help you create contacts faster by getting new contacts and companies information from the internet.

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Team Collaboration

This video show you how to colloboration with other team members with Call On CRM ans Sage ACT!

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Using a Softphone

This video walks you through using a software based phone with Call On CRM and a Broadsoft carrier.

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