UtopiaSoft Information

Based in Beautiful Northern Michigan

www.utopia-soft.com
www.facebook.com/utopiasoft
www.linkedin.com/pub/john-dolson/8b/920/778
plus.google.com/+UtopiasoftLLC

If you need immediate assistance, please contact us or submit a support request. We will respond ASAP. Otherwise, please view the videos below to answer any questions you might have.

All Videos

1. CRM Overview

Length: 19:27

Published: 11/7/2018

Showcases the features of Springpoint CRM and integration with Motorbase.

2. CRM Dashboard

Length: 5:05

Published: 12/10/2018

How to video on CRM Dashboard.

3. CRM Activities Overview

Length: 13:33

Published: 1/15/2019

Provides full instructions on how to use CRM Activities.

4. CRM Notifications

Length: 4:23

Published: 12/10/2018

How to video explaining CRM notifications usage.

5. CRM Opportunities Overview

Length: 13:25

Published: 1/15/2019

Provides full instructions on how to use CRM Opportunities.

6. CRM Contacts Overview

Length: 7:16

Published: 3/20/2019

Provides full instructions on how to use CRM Contacts.

7. CRM Customers Overview

Length: 16:57

Published: 3/27/2019

Provides full instructions on how to use CRM Customers.

8. CRM Complaints Overview

Length: 5:46

Published: 3/27/2019

Provides full instructions on how to use CRM Complaints.

9. CRM Reports Overview

Length: 9:39

Published: 3/28/2019

Provides full instructions on how to use CRM Reports.

10. CRM Motorbase Reports Overview

Length: 8:22

Published: 3/28/2019

Provides full instructions on how to use CRM Motorbase Reports.

11. CRM Office365 & Gmail Integration Overview

Length: 5:38

Published: 3/28/2019

Provides full instructions on how to use CRM Office365 & Gmail Integration.

12. Start a Quote on CRM then merge with Quote in Motorbase

Length: 3:27

Published: 12/13/2019

Explains how to merge an Opportunity with a Quote in Motorbase.

13. CRM Customer Status - Prospecting or CRM Only

Length: 2:13

Published: 12/13/2019

Explains the differences between Prospecting and CRM Only customer status when adding a new customer on the CRM.

14. CRM Report Scheduler

Length: 5:18

Published: 4/1/2021

Explains how to use the CRM Report Scheduler.

15. CRM Activity Services

Length: 6:14

Published: 4/1/2021

Explains the use of CRM Activity Services.

16. CRM Link Activity to Opportunity

Length: 2:57

Published: 4/1/2021

Explains how to link an activity to an opportunity on the CRM.

17. BCC Email to Auto Create Activities

Length: 6:09

Published: 7/23/2019

Shows how to send emails to CRM to auto create activities using a BCC email address.

18. New Map Options

Length: 4:22

Published: 6/4/2019

Reviews new map views on different sections of the CRM.

19. New CRM Features v1.8

Length: 11:24

Published: 12/10/2018

Shows new features of CRM v1.8 released in Fall 2018.

20. New CRM Features v1.8.1

Length: 12:24

Published: 7/29/2019

Highlights new features of CRM version 1.8.1.

21. New CRM Features for December 2019

Length: 16:02

Published: 12/13/2019

Reviews the major new CRM features and enhancements for December 2019.

22. New CRM Features - March 2020

Length: 07:19

Published: 3/27/2020

Reviews the major new CRM features and enhancements for December 2020.

23. New CRM Features - April 2021

Length: 16:04

Published: 4/1/2021

Reviews the new features and functionality for the CRM April 2021 release.

24. New CRM Features - Spring 2022

Length: 9:20

Published: 5/1/2022

Reviews the new features and functionality for the CRM Spring 2022 release.

25. New CRM Features - Summer 2023

Length: 17:31

Published: 8/31/2023

Reviews the new features and functionality for the CRM Summer 2023 release.

New Videos

1. BCC Email to Auto Create Activities

Length: 6:09

Published: 7/23/2019

Shows how to send emails to CRM to auto create activities using a BCC email address.

2. New Map Options

Length: 4:22

Published: 6/4/2019

Reviews new map views on different sections of the CRM.

3. New CRM Features v1.8

Length: 11:24

Published: 12/10/2018

Shows new features of CRM v1.8 released in Fall 2018.

4. New CRM Features v1.8.1

Length: 12:24

Published: 7/29/2019

Highlights new features of CRM version 1.8.1.

5. New CRM Features for December 2019

Length: 16:02

Published: 12/13/2019

Reviews the major new CRM features and enhancements for December 2019.

6. New CRM Features - March 2020

Length: 07:19

Published: 3/27/2020

Reviews the major new CRM features and enhancements for December 2020.

7. New CRM Features - April 2021

Length: 16:04

Published: 4/1/2021

Reviews the new features and functionality for the CRM April 2021 release.

8. New CRM Features - Spring 2022

Length: 9:20

Published: 5/1/2022

Reviews the new features and functionality for the CRM Spring 2022 release.

9. New CRM Features - Summer 2023

Length: 17:31

Published: 8/31/2023

Reviews the new features and functionality for the CRM Summer 2023 release.

Dashboard Videos

1. CRM Dashboard

Length: 5:05

Published: 12/10/2018

How to video on CRM Dashboard.

2. CRM Notifications

Length: 4:23

Published: 12/10/2018

How to video explaining CRM notifications usage.

Activities Videos

1. CRM Activities Overview

Length: 13:33

Published: 1/15/2019

Provides full instructions on how to use CRM Activities.

2. CRM Activity Services

Length: 6:14

Published: 4/1/2021

Explains the use of CRM Activity Services.

3. CRM Link Activity to Opportunity

Length: 2:57

Published: 4/1/2021

Explains how to link an activity to an opportunity on the CRM.

Opportunities Videos

1. CRM Opportunities Overview

Length: 13:25

Published: 1/15/2019

Provides full instructions on how to use CRM Opportunities.

2. Start a Quote on CRM then merge with Quote in Motorbase

Length: 3:27

Published: 12/13/2019

Explains how to merge an Opportunity with a Quote in Motorbase.

Customers & Contacts Videos

1. CRM Contacts Overview

Length: 7:16

Published: 3/20/2019

Provides full instructions on how to use CRM Contacts.

2. CRM Customers Overview

Length: 16:57

Published: 3/27/2019

Provides full instructions on how to use CRM Customers.

3. CRM Customer Status - Prospecting or CRM Only

Length: 2:13

Published: 12/13/2019

Explains the differences between Prospecting and CRM Only customer status when adding a new customer on the CRM.

Complaints Videos

1. CRM Complaints Overview

Length: 5:46

Published: 3/27/2019

Provides full instructions on how to use CRM Complaints.

Reports Videos

1. CRM Reports Overview

Length: 9:39

Published: 3/28/2019

Provides full instructions on how to use CRM Reports.

2. CRM Motorbase Reports Overview

Length: 8:22

Published: 3/28/2019

Provides full instructions on how to use CRM Motorbase Reports.

3. CRM Report Scheduler

Length: 5:18

Published: 4/1/2021

Explains how to use the CRM Report Scheduler.

Config Videos

1. CRM Office365 & Gmail Integration Overview

Length: 5:38

Published: 3/28/2019

Provides full instructions on how to use CRM Office365 & Gmail Integration.