Adding the Next Steps panel In Creatio Accounts and Contacts
In this video we show you how to easily add the Next Steps, Activities panel to the new Creatio 8.x Freedom UI for Accounts and Contacts
Creatio – What’s up with the Up button
A neat little navigation feature that you may not have noticed in Creatio CRM.
Syncing Creatio to Outlook Contacts
We show you how to set up Creatio to Outlook Contacts sync and solve an issue we ran into.
Creatio Service demo
In this demonstration, we show you an overview of the Service features in Creatio CRM.
An Introduction to Marketing Creatio
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
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
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
In this webinar we review the features and functionality of Marketing Creatio.
Tutorial: Using the Multi-select Text Edit Control for Creatio
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
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.
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.
Latest Add-ons
Email Search in Communication Panel Add-on for Creatio
Case Stage Color Coding Add-on for Creatio
Recently Viewed Records Add-on for Creatio
Filter Highlighting Add-on for Creatio
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