Avid CRM Beginner’s Guide
How to add a contact in Avid CRM.
There are many different ways to add a contact to Avid, but this video will cover the simplest way to do so from the Contact Manager.
Adding A Company
There are a couple ways to add a new company into Avid, but this video will cover the easiest way to do so from the Company Manager.
Adding Contacts To An Opportunity
Adding contacts to Opportunities is one of the fundamental properties of Avid functionality, as it allows you to see the people involved with each individual Opportunity.
Sending Group Emails in Avid
Sending Group Emails from Avid can be done from Company, Contact and Opportunity Manager. Please follow the steps below to send out Group Emails in Avid.
Adding A New Contact To A Company
This video will cover the easiest way to add a new contact to an existing company record. You can bring up the company record a couple different ways by searching for it using Avid Total Search feature, in the Company Manager, or by clicking on the name of the company from with an Opportunity.
Creating A New Opportunity From The Inbox
There are many ways to create an Opportunity record in Avid, but this video will cover the easiest way to do so directly from an email in your inbox.
Creating A New Opportunity From The Contact Manager
There are many ways to create Opportunities in Avid, but if you would like to learn how to create an Opportunity directly from the Contact Manager, this video will show you the steps to do so.
Adding Notes To An Opportunity
This video will cover how to add notes to an Opportunity. You can bring up the Opportunity a couple of different ways but the most common ones are by searching for it using Avid Total Search feature or from the Opportunity Manager.
Filtering A View By Date Range
Filtering a view by a certain date range is a great way to minimize your scope and only focus on the Opportunities that are most relevant to you.
Creating A New View
This can be done from your “All Contacts/Companies/Opportunities” or your “My Contacts/Companies/Opportunities” views. You can always create a new view from scratch, but often times it’s just easier to modify an existing view and saving it as a new one. These steps will walk you through the basics.
Using Avid’s Total Search Feature
Using Avid’s Total Search Feature is a great way to search through all of your accessible Avid Data without waiting for your views to load in each separate manager.
Creating An Opportunity Task Reminder
Creating task reminders from within an Opportunity is a great way to effortlessly stay on top of all of your followup and next step actions.
Creating A Calendar Event From An Opportunity Record
This video will cover how to create a calendar event linked to an Opportunity. You can bring up the Opportunity a couple of different ways but the most common ones are by searching for it using Avid Total Search feature or from the Opportunity Manager.
How to Create an Advanced Workflow
Advanced workflows allow you to automatically create personalized content that you can send to your customers with just a few clicks, saving you time and enhancing the existing customer relationships you have.
Avid File Generation
Avid’s File Generate feature helps your team track and update quotes or forms. If you or your team find yourselves constantly editing Word or Excel documents to send out to clients Avid’s File Generation feature can make creating those files as easy as clicking a button.
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