Introduction

This video is an introduction to eSalesTrack.

Creating Views

This video covers how to create views.

Libraries

This video covers how to create libraries.  A library is the set of modules at the top of your screen.

Create Fields

This video covers how to create fields.

Put fields on forms

This video covers how to put fields on a form after creating them.

Creating Modules

This video covers how to create modules.

Appointments

This video covers how to create appointments.

Tasks

This video covers how to create tasks.

Display and Themes

This video covers how to edit the colors and logo inside of your eSalesTrack account.

Form Manager

This video cover the form manager. The form manager is where you can: Create Layouts, Add fields to layouts, Manage the module properties, Add tabs to the record screen, Add form objects to the form.

Web Forms

This video explains how to create a web form. A web form is a great way to capture leads and contact information from your website.

Key Fields

This video explains how to create key fields and how they are used. A key field must be set after creating a module.

Mobile Version

This is a preview of our browser based mobile version.

Sharing Records

This is a video on how to have users share records. This is the second part of a two part video. The first step is creating a group for the users that need to share records. This video explains how to enable sharing once the group has been set up.

Roles

This video explains how to create and assign roles to your users. Roles are how you can restrict permissions to users from a module and field level basis.

Import Data

This video covers how to import data. You can import and Excel 97 - 2003 or CSV file. This is a typical contact import where we have both a company and contact record created for each line in the spreadsheet.

Groups

This video cover how to create groups. Groups are what you can use to set up record sharing between users. You can also use groups to create views faster because any groups you create will be an option under scope.

Export Data

This video covers how to export data from eSalesTrack. You can export data from any module into an Excel file.

Creating Reports

This video covers how to create reports in eSalesTrack.

Adding Users

This video covers how to add users to your eSalesTrack account.

Manage Users

This video covers how to manage your users. You can check how many users you have at any time as well as edit the information about them from the manage users screen.