Creatio

An Introduction to Marketing Creatio

Published Aug 11, 2021

Whether used alone, as part of the Creatio CRM suite, or integrated with another CRM system, you will be impressed with Marketing Creatio’s...

Connecting a Facebook Page to Creatio

Published May 10, 2021

This video demonstrates how to connect your company Facebook page to Creatio to receive Facebook messages inside of Creatio. Assign users to respond t...

Marketplace Add-on: Printable Attachments For Creatio

Published May 6, 2021

In this video we show a demonstration of our latest add-on in the Creatio Marketplace. Printable Attachments for Creatio adds the ability to easily at...

Marketing Creatio – Advanced Marketing Capabilities and Ease of Use

Published Jan 14, 2021

In this webinar we review the features and functionality of Marketing Creatio.

Tutorial: Using the Multi-select Text Edit Control for Creatio

Published Nov 24, 2020

In this video, we show you how to use the "Multi-select text edit field setup for Creatio", available from Customer FX in the Creatio Marketplace

Using Templates for Excel Reports in Creatio

Published Nov 20, 2020

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

Published Oct 27, 2020

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

Published Sep 29, 2020

Setting up list view summaries in Creatio CRM

Intro to Sales Creatio

Published Apr 30, 2020

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)

Published Aug 21, 2019

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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