A step-by-step walk through of your first steps using Connectably.
Total Activity Time: 90 mins, including 40 mins video
Before you login, you’ll find it beneficial to watch the following videos which show you how you’ll go through the Connectably set up process.
It may help to watch the videos in turn then watch each again, but pausing at each step in them to do the steps in your own account:
Initial Setup (Activity: 25 mins)
Basic Settings (Activity: 15 mins)
Contacts (Activity: 30 mins)
Opportunities (Activity: 20 mins)
As always, if you have questions, hit problems, or find bugs in the software, please message the support team via the chat icon at the bottom right of any page in the software or on this website.
Now go ‘get your geek on’ with the software….
