X2CRM Video Tutorial Library

Welcome to the X2CRM software learning center. This is a new video tutorial library and we are adding new topics weekly. 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 customersupport@x2engine.com with your video request.



User How-To Videos: Sales, Marketing & Customer Service

The Interface and Dashboard

This video shows you how X2CRM’s interface and dashboard are setup as well as how to customize the dashboard.


How to Enter A Contact into X2CRM

This video shows you how to enter contact into X2CRM. You can find written documentation on creating contacts here.

Grid View Mass Actions

This video shows you how to use the grid view (or the view when viewing a list) to perform mass actions such as: deletions, merging, updates, and tagging.

The Leads Module

Describes what leads are and how to create, convert, import, and export leads in X2CRM.

The Process Module

This video describes what a process is, how processes work, and how to create a process in X2CRM. You can find the written documentation for the process module in our user reference guide, located here.

Creating Reports and Charts


This video describes why to use the reporting and charting module, the different reports and charts available to users, and how to create reports and charts in X2CRM. You can find the written documentation for reporting here, and for charting here, in our User Reference Guide.

How to Create a Doc Template


This video shows how to create new documents, email templates, and quote templates. You can find the written documentation for docs here, in our User Reference Guide.

How to Integrate Your Email Account


This video shows you how to integrate your email account with X2CRM. You can find the written documentation on this subject in our User Reference Guide, located here.

How to Create an Email Marketing Campaign


Demonstrates how to create an email marketing campaign with X2CRM. You can find the written documentation for the marketing module here.

The Service Module


This video describes what service cases are, how to create a service case, and how to create a service case web form in X2CRM. You can find the written documentation for the Service Module in our User Reference Guide, located here.

Administrator Training Videos:

Customizing Modules and the Interface

This video describes how to hide and show modules on the interface as well as how to customize them.


How to Create a New User

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.


Managing User Roles

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.


Personalization – Admin

This video shows administrators how to change the logo, create themes, set default themes, and change the application name in X2CRM.


Using X2Identity

This video explains the X2Identity technology and how to use it in X2CRM.


Introduction to X2Workflow Workflow Designer

This video explains what X2Workflow is, where to find it, and how to use it.


X2Workflow Triggers

This video explains what a trigger – in the context of X2Workflow – is, and describes all of the different triggers available.


Advanced X2Workflow Topics

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.


How to Create a Web Lead Form

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.


How to Setup a Web Tracker

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.


Using Export and Import to Backup Data

How to backup data using X2CRM’s export and import features.


How to Customize Data Fields

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.


How to Set Lead Routing Options.

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.

Software Developer Topic Videos:

Introduction to Development

An introduction to X2CRM development with Jake Houser.