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Video Center

Saphyte video center helps our users with the support of customizing in order to get the maximize the benefits automating your sales and marketing team.

Videos
Share a Dashboard with your team
Share a Dashboard with your Team – Video Guide
Let your team know what the current situations are in your company by sharing a dashboard with them... Read Article
Watch Video 1.13 min
Associate Deals with Pipeline
Associate Deals with Pipeline – Video Guide
The sales pipeline allows you to set up the stages of your sales tailored to your business processes... Read Article
Watch Video 1.07 min
Sales Pipeline Edit Existing Sales Pipeline
Edit Existing Sales Pipeline – Video Guide
You can easily edit an existing sales pipeline in Saphyte CRM. Just follow this video tutorial where... Read Article
Watch Video 0.36 sec
Lead Scoring - Configure Lead Scoring
Configure Lead Scoring – Video Guide
Saphyte’s Automated Lead Scoring helps you prioritize your leads by applying score conditions to i... Read Article
Watch Video 1.02 min
Lead Scoring - Set Rules For Lead Scoring
Set Rules for Lead Scoring – Video Guide
Lead scoring is a helpful tactic to know where your leads are in your sales process. In this video t... Read Article
Watch Video 0.54 sec
Dashboard - Create A Dashboard From Template
Create a Dashboard from Template – Video Guide
There are different templates to choose from Saphyte CRM if you want a ready-made dashboard. In this... Read Article
Watch Video 1.04 min
Dashboard - Duplicate The Dashboard
Duplicate a Dashboard – Video Guide
You can easily duplicate a dashboard in Saphyte CRM system. You can edit, delete, or create other wi... Read Article
Watch Video 0.43 sec
Set Default Dashboard
Set Default Dashboard – Video Guide
Once you set a specific dashboard as your default, it will be the first and default view every time ... Read Article
Watch Video 0.34 sec
Create A Sales Pipeline
Create a Sales Pipeline – Video Guide
The sales pipeline allows you to set up the stages of your sales tailored to your business processes... Read Article
Watch Video 0.50 sec
Moving deals along the sales pipeline
Moving Deals along the Sales Pipeline – Video Guide
There are different stages where your deals move in your sales pipeline. In this video tutorial, yo... Read Article
Watch Video 0.33 sec
What are logs?
Logs
Logs are important data that validates the security of all the information stored in your Saphyte wo... Read Article
Watch Video 1.46 min
Create a form from scratch
Create a ‘Form from Scratch’ – Video Guide
In this video tutorial, you will learn the basics and guidelines for building your own forms. Saphyt... Read Article
Watch Video 1.19 min
create campaign profile
Create a Campaign Profile – Single Campaign
In this video tutorial, you can learn how to create a single campaign. In a single campaign, you can... Read Article
Watch Video 0.56 sec
create campaign profile
Create a Campaign Profile – Group Campaign
In this video tutorial, you can learn how to create group campaigns. A group campaign is the main ca... Read Article
Watch Video 0.42 sec
campaign dashboard
Campaign Dashboard – Campaign Management
Campaign Management is a handy feature for the marketing team. They can keep track of their ongoing ... Read Article
Watch Video 2.01 min
setup your team
Departments – Video Guide
In this video tutorial, you can learn how to create, edit, or delete departments. Departments allow ... Read Article
Watch Video 1.26 min
client management
Leads
In this video tutorial, you will learn about the lead section and how to navigate its different tabs... Read Article
Watch Video 3.31 min
deals management
Add Deals – Deals Management
In this video tutorial, you will learn how to manage and create new deals and pipelines. Deals Manag... Read Article
Watch Video 1.34 min
Sign up and get strated
Sign Up and Get Started – Video Guide
It is easy to sign up and get started with Saphyte. In this video tutorial, you will learn the steps... Read Article
Watch Video 1.24 min
Admin roles
Roles – Video Guide
Roles are the CRM functions that you assign to your users. The roles set your organizational hierarc... Read Article
Watch Video 1.09 Min
Bulk emails
Bulk Emails – Marketing
Bulk emails made easier with Saphyte CRM. Send emails to multiple contacts at once. In this video tu... Read Article
Watch Video 0.59 sec
Change Password
Change User Password – Video Guide
Sometimes, we tend to forget our passwords. This video tutorial how an admin user with the change pa... Read Article
Watch Video 1.14 min