Getting Started

Default solution folder, feel free to edit or delete it.

General Overview of AddressTwo's Simple CRM
This video will show you where things are in AddressTwo for when you first open your new software. Nick will walk you through adding contacts, accou...
Fri, 12 Jun, 2015 at 11:03 AM
3 Simple Steps to Getting Started in AddressTwo
How to add your first contact, create history, and add a follow up task to get you started in AddressTwo to show you the simplicity of our simple ...
Fri, 12 Jun, 2015 at 10:19 AM
Lead Generation Through Adding New Contacts into AddressTwo
This video will show you how to add a contact to AddressTwo and use tools such as customer status, custom fields, tags, notes, and other contact c...
Fri, 12 Jun, 2015 at 10:54 AM
Creating Lists in AddressTwo
This video will show you how to create and use the list feature in AddressTwo for email marketing and lead generation.
Fri, 12 Jun, 2015 at 10:27 AM
Addy, Your Virtual Admin
An introduction to Addy, your AddressTwo virtual assistant. Troy will tell you how to use Addy to help you maintain your contact and history entri...
Fri, 12 Jun, 2015 at 11:28 AM
Basic Query Functions
This video walks you through how to segment your contacts and use the query function of AddressTwo. This function will allow you to search deeper in...
Fri, 12 Jun, 2015 at 11:52 AM
Global Update Feature in AddressTwo
This video will explain how to globally update the data in AddressTwo. Global updates make changes in bulk to your small business CRM.
Fri, 12 Jun, 2015 at 12:12 PM
Custom Fields
A video that will explain how to add custom fields to your contact and account cards in our simple CRM.
Fri, 12 Jun, 2015 at 12:16 PM
Using Tag Boxes in AddressTwo
This video talks about what tags are and how to use them as a contact manager in your AddressTwo CRM.
Fri, 12 Jun, 2015 at 12:20 PM
Query AddressTwo Using Zip Code Radius
This video will explain how to query your AddressTwo system using the zip code radius feature.
Fri, 12 Jun, 2015 at 12:45 PM