November 18, 2016

Adding Individual and Bulk Contact Records to the CRM

In this video we discuss several methods for adding individual and bulk contacts to the CRM. Let’s start with the quick and dirty method. This […]
November 17, 2016

CRM Overview

General Contacts Overview Weldcome, in this video tutorial we will be learning a little more about the functionality in the CRM, including the various modules […]
November 16, 2016

Fintech Platform — Introductory Video

Digital Dealflow Traditional investment banking relies heavily on building relationships with other professionals who have access to company owners. This is certainly the best method […]
October 27, 2016

CRM Dashboard Overview

Hello and welcome to the Investment Banking CRM (customer relationship manager) tutorial videos. In this video we will be learning about the dashboard as well […]
October 27, 2016

CRM Contact Creation, Import/Export & Management

In this video we will go over exactly what contacts are, how to create a contact within the investment banker CRM and how to mass […]