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Video: Personalizing Bulk Email

Watch the video to learn step-by-step how to create and send a bulk email to your contacts, clients or customers.  Create a mass marketing email and in a few clicks send out a message to your clients.

Video: TaskoMatics

Learn more about TaskoMatics by watching this video.  Learn how to launch, complete and stop a TaskoMatic.  How to tell if your contact is on a TaskoMatic and more.  (Length 23 min.)

Video: Creating notes and traffic/activity

Learn about creating notes for historical information or details about communication with your contacts.  Choose traffic/activity choices to populate your reports.  Learn more about how to property record note and where to find them in your contact records. (Length Approx. 6 min.)