Support | SpringPoint CRM

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.

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CRM Training Videos

All Videos

1. CRM Overview

2. CRM Dashboard

3. CRM Activities Overview

4. CRM Notifications

5. CRM Opportunities Overview

6. CRM Contacts Overview

7. CRM Customers Overview

8. CRM Complaints Overview

9. CRM Reports Overview

10. CRM Motorbase Reports Overview

11. CRM Office365 & Gmail Integration Overview

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

13. CRM Customer Status - Prospecting or CRM Only

14. CRM Report Scheduler

15. CRM Activity Services

16. CRM Link Activity to Opportunity

17. BCC Email to Auto Create Activities

18. New Map Options

19. New CRM Features v1.8

20. New CRM Features v1.8.1

21. New CRM Features for December 2019

22. New CRM Features - March 2020

23. New CRM Features - April 2021

24. New CRM Features - Spring 2022

25. New CRM Features - Summer 2023

New Videos

1. BCC Email to Auto Create Activities

2. New Map Options

3. New CRM Features v1.8

4. New CRM Features v1.8.1

5. New CRM Features for December 2019

6. New CRM Features - March 2020

7. New CRM Features - April 2021

8. New CRM Features - Spring 2022

9. New CRM Features - Summer 2023

Dashboard Videos

1. CRM Dashboard

2. CRM Notifications

Activities Videos

1. CRM Activities Overview

2. CRM Activity Services

3. CRM Link Activity to Opportunity

Opportunities Videos

1. CRM Opportunities Overview

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

Customers & Contacts Videos

1. CRM Contacts Overview

2. CRM Customers Overview

3. CRM Customer Status - Prospecting or CRM Only

Complaints Videos

1. CRM Complaints Overview

Reports Videos

1. CRM Reports Overview

2. CRM Motorbase Reports Overview

3. CRM Report Scheduler

Config Videos

1. CRM Office365 & Gmail Integration Overview