Welcome to the X2CRM software learning center. This is a new video tutorial library and we are frequently adding new topics. This video training library is divided into three sections; application how-to videos, administer training and advanced developer topic videos. Please scroll down the page for the list of videos. To suggest a topic please send an email to firstname.lastname@example.org with your video request.
X2CRM Introductory Video TourThis video provides you with a product overview and CRM demonstration of X2CRM. John Roberts walks through X2CRM’s history, competitive edge, deployments options, premium services, and key features.
Table of Contents
- The Interface and Dashboard
- How to Enter a Contact
- Grid View Mass Actions
- The Leads Module
- The Process Module
- Creating Reports and Charts
- How to Create a Doc Template
- How to Integrate Your Email Account
- How to Create an Email Marketing Campaign
- The Service Module
- How to Customize Modules and the Interface
- How to Create a New User
- Managing User Roles
- Personalization – Admin
- Using X2Identity
- Introduction to X2Workflow Workflow Designer
- X2Workflow Triggers
- Advanced X2Workflow Topics
- How to Create a Web Lead Form
- How to Setup a Web Tracker
- How to Backup Data Using Export and Import
- How to Customize Data Fields
- How to Set Lead Routing Options
This video shows you how X2CRM’s interface and dashboard are setup as well as how to customize the dashboard.
here, and for charting here, in our User Reference Guide.
here, in our User Reference Guide.
This video describes how to hide and show modules on the interface as well as how to customize them.
This video shows you how to create a new user with X2CRM and specifies which fields are required when creating a new user. You can find the written documentation on creating new users here.
This video shows you how to manage user roles such as assigning users to different groups in X2CRM. You can find the written documentation on user role management here.
This video shows administrators how to change the logo, create themes, set default themes, and change the application name in X2CRM.
This video explains the X2Identity technology and how to use it in X2CRM.
This video explains what X2Workflow is, where to find it, and how to use it.
This video explains what a trigger – in the context of X2Workflow – is, and describes all of the different triggers available.
This video shows users how to use some of the more advanced features of X2Workflow: formulas, chained insertable attributes, and shortcodes. For a list of insertable attributes, click here.
This video shows how to create a web lead form with X2CRM. It discusses all the available options that can be customized when creating a web lead form and then demonstrates how to use the embed code to embed the web lead form onto your WordPress website. You may find the written documentation for creating web leads here.
This x2crm video tutorial demonstrates how to setup a web tracker for your website. There is also a brief introduction to browser fingerprinting and how it can be used for tracking the contacts who visit your website. You can find the written documentation here.
How to backup data using X2CRM’s export and import features.
This video shows you how to customize a data field with X2CRM. You can find written documentation on customizing data fields in the X2Studio section of the user reference guide, located here.
This video shows you the various lead routing options you can select from and how to set them. You can find written documentation on lead routing here.
An introduction to X2CRM development with Jake Houser.