AppWT CRM

CRM tutorials

Short videos and step-by-step guides for the AppWT CRM. Anyone can watch and read them, with or without an account.

Lessons

  • Title card for Getting around the CRM, a Getting started lesson

    Getting around the CRM

    Topic: Getting started

    Sign in, read your dashboard, use the menu and scroll long pages.

    Video, 1 minute 20 seconds, 7 steps

  • Title card for Add a lead by hand, a Leads lesson

    Add a lead by hand

    Topic: Leads

    Add a phone call or walk-in as a lead and fill in the new customer checklist.

    Video, 1 minute 13 seconds, 7 steps

  • Title card for Work your leads: lists, filters and the pipeline, a Leads and pipeline lesson

    Work your leads: lists, filters and the pipeline

    Topic: Leads and pipeline

    Find the right leads fast with smart lists and filters, then move deals through your pipeline.

    Video, 1 minute 19 seconds, 7 steps

  • Title card for Contacts, a Contacts and companies lesson

    Contacts

    Topic: Contacts and companies

    See every person in one place, add several people under a customer at once, call or email them, and export the list.

    Video, 1 minute 11 seconds, 7 steps

  • Title card for Team & HR: employees, departments and sub-admins, a Team and HR lesson

    Team & HR: employees, departments and sub-admins

    Topic: Team and HR

    Keep a file for each person on your team, group them into departments and choose who manages whom.

    Video, 1 minute 13 seconds, 6 steps

  • Title card for Talent search, a Talent lesson

    Talent search

    Topic: Talent

    Search your talent pool by skill, specialty and status, then open a person and plan your follow-up.

    Video, 1 minute 19 seconds, 7 steps

  • Title card for Talent folders, tags and favorites, a Talent lesson

    Talent folders, tags and favorites

    Topic: Talent

    Sort people into shared or private folders, add tags, and change many people at once.

    Video, 1 minute 15 seconds, 6 steps

  • Title card for Smart search and matching, a Talent lesson

    Smart search and matching

    Topic: Talent

    Find who is free for a job, see why each person matched, and get suggestions for each open position.

    Video, 1 minute 20 seconds, 7 steps

  • Title card for Import people from a spreadsheet, a Talent lesson

    Import people from a spreadsheet

    Topic: Talent

    Add many people at once from a CSV file, check a preview, and keep duplicates out.

    Video, 1 minute 2 seconds, 5 steps

  • Title card for Data quality, a Talent lesson

    Data quality

    Topic: Talent

    Find records to fix, like duplicates and missing details, and archive old records by a rule.

    Video, 1 minute 3 seconds, 6 steps

  • Title card for Vetting and documents, a Talent lesson

    Vetting and documents

    Topic: Talent

    Check each person step by step, log every contact and their answers, keep their papers and expiration dates, and record a decision.

    Video, 1 minute 30 seconds, 8 steps

  • Title card for Availability and travel, a Staffing lesson

    Availability and travel

    Topic: Staffing

    See who is free today, enter time off, record travel limits, and see if each person fits a project's dates and travel.

    Video, 1 minute 19 seconds, 7 steps

  • Title card for Message templates and My tasks, a Messages and tasks lesson

    Message templates and My tasks

    Topic: Messages and tasks

    Reuse messages that fill in each person's details, and keep a to-do list for people and projects.

    Video, 1 minute 10 seconds, 6 steps

  • Title card for Projects and the staffing calendar, a Staffing lesson

    Projects and the staffing calendar

    Topic: Staffing

    Set up a project for a customer, fill its positions without double booking anyone, and see who works where on the calendar.

    Video, 1 minute 30 seconds, 8 steps

  • Title card for Onboarding, a Staffing lesson

    Onboarding

    Topic: Staffing

    Make sure each confirmed person has every paper and step done before their first day.

    Video, 1 minute 5 seconds, 6 steps

  • Title card for Teamwork on projects and notifications, a Staffing lesson

    Teamwork on projects and notifications

    Topic: Staffing

    Share a project with your recruiting team, talk in one place, ask a manager to approve, and keep up with notifications.

    Video, 1 minute 2 seconds, 6 steps

  • Title card for Work history and performance reviews, a Staffing lesson

    Work history and performance reviews

    Topic: Staffing

    Review a contractor after a project ends, approve the review, and mark your preferred contractors.

    Video, 1 minute 2 seconds, 5 steps

  • Title card for Staffing reports, a Staffing lesson

    Staffing reports

    Topic: Staffing

    Read your staffing numbers, filter them, download any report, and save the filters you use.

    Video, 1 minute 2 seconds, 5 steps

  • Title card for Staffing automations, a Staffing lesson

    Staffing automations

    Topic: Staffing

    Turn on reminder rules that make tasks for your team, preview them first, and keep contact rules in place.

    Video, 1 minute 2 seconds, 5 steps

  • Title card for Delete access for sub-admins, a Team and HR lesson

    Delete access for sub-admins

    Topic: Team and HR

    Learn who can archive and who can delete, and give one sub-admin delete access for a set time.

    Video, 1 minute 2 seconds, 4 steps

  • Title card for Do Not Call and lead follow-ups, a Leads and follow-ups lesson

    Do Not Call and lead follow-ups

    Topic: Leads and follow-ups

    Mark leads Do Not Call, keep a blacklist, and use follow-up reminders for leads and candidates, so nobody is forgotten.

    Video, 1 minute 2 seconds, 6 steps

  • Title card for Companies, a Contacts and companies lesson

    Companies

    Topic: Contacts and companies

    Keep each customer in one place, with its contacts, company leads, people leads and projects.

    Video, 1 minute 29 seconds, 9 steps

  • Title card for Move deals on the pipeline board, a Pipeline lesson

    Move deals on the pipeline board

    Topic: Pipeline

    Drag a deal to its next stage, or use the Move to stage menu with a keyboard or screen reader.

    Video, 1 minute 2 seconds, 4 steps

  • Title card for Filter leads by temperature, a Leads lesson

    Filter leads by temperature

    Topic: Leads

    See if each lead is hot, warm or cold, and show only the leads you want to call first.

    Video, 1 minute 2 seconds, 5 steps

  • Title card for From customer request to confirmed crew, a Staffing lesson

    From customer request to confirmed crew

    Topic: Staffing

    Add the customer and contacts, record the request, set the criteria, find and vet 10 to 20 people, and track every follow-up until the crew is confirmed.

    Video, 1 minute 31 seconds, 13 steps

  • Title card for Assign, share and send records to your team, a Team and HR lesson

    Assign, share and send records to your team

    Topic: Team and HR

    Give a lead or contact to a teammate, share it, or send it to a person or a whole position.

    Video, 1 minute 26 seconds, 6 steps

Every screen in these lessons comes from a demo account. All of its people, phone numbers and email addresses are made up.