Using Templates for Excel Reports in Creatio
In this video, we will walk you though how to use the Excel Reports add-on for Creatio to create an Excel Report and use a Template to enhance the out...
Looking Up Records in Creatio
There are different ways to look up records in Creatio. Learn what your options are with this quick training video.
Setting up List View Summaries in Creatio
Setting up list view summaries in Creatio CRM
Intro to Sales Creatio
This video demonstrates an award winning, cloud-based CRM with features that will help your organization increase sales efficiency, improve sales outc...
Get to Know bpm’online (now known as Creatio)
In this demonstration, we take you on a high level demo and overview of the key features of bpm'online CRM.
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