9. November 2020

Icon CRM SelectLine CRM Customer Relationship Management – Video Tutorials (DE)

The most important information about SelectLine CRM as easy-to-understand video tutorials.

Overview of videos

Highlight data in the CRM

Individualize your customer data in SelectLine CRMs with special formatting options. This allows you to highlight important data and create a perfect overview

YouTube Tutorial Thumbnail Daten im CRM hervorheben
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Customize view

Customize your customer lists by showing or hiding, fixing, grouping and sorting columns.

YouTube Tutorial Thumbnail Ansicht anpassen
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Filter lists

With the filter functions in SelectLine CRM, you can organize your customer data even more clearly and efficiently. Use either direct column filters or the filter editor to create your own individual filters.

YouTube Tutorial Thumbnail Listen filtern
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Evaluate CRM lists

SelectLine CRM evaluates your customer data quickly and easily. With the column editor functions, you can create clear summaries and customize them individually. You can then export the customized lists to Excel or CSV with just a few clicks.

YouTube Tutorial Thumbnail CRM Listen auswerten
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Campaign management

Plan, launch, track and analyze your marketing campaigns professionally with SelectLine CRM. Send serial letters or e-mails directly from the program.

YouTube Tutorial Thumbnail Kampagnenmanagement
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SelectLine CRM – Introduction

Customer relationship management records and manages all of your company’s contact data. Here you can find and manage information on customers, interested parties, sales partners, suppliers, employees and competitors.

YouTube Tutorial Thumbnail SelectLine CRM - Einführung
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Sales opportunities

Make potential sales visible and predictable. With SelectLine CRM, you can convert opportunities into concrete sales in a structured way, document the work process and evaluate it clearly.

YouTube Tutorial Thumbnail Verkaufschancen
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SelectLine CRM – Customer Relationship Management

SelectLine CRM is a professional customer relationship management system for perfect control of communication with your customers. CRM is fully integrated into SelectLine merchandise management system and offers you a powerful tool for sales, service, marketing and purchasing.

YouTube Tutorial Thumbnail SelectLine CRM - Kundenbeziehungsmanagement
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Mask editor

With the mask editor in SelectLine CRM, you can customize your customer information to meet the individual needs of your company.

YouTube Tutorial Thumbnail Maskeneditor
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Calender

Manage appointments clearly with the SelectLine CRM calendar function.

YouTube Tutorial Thumbnail Kalender
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Perimeter search

The area search displays your contacts clearly and regionally on a map.

YouTube Tutorial Thumbnail Umkreissuche
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Full text search

With the full-text search in SelectLine CRM, you can also find entries with long texts simply using a keyword search.

YouTube Tutorial Thumbnail Volltextsuche
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Docking of program windows

The docking function can also be used to conveniently display and arrange several program windows next to each other.

YouTube Tutorial Thumbnail Docking von Programmfenstern
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Filter SelectLine CRM Journal

Filter your journal entries quickly, easily and intuitively according to the type of entry

YouTube Tutorial Thumbnail Filter SelectLine CRM Journal
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Introduction of filters and grouping in SelectLine CRM

How to filter and group contact addresses in SelectLine CRM.

YouTube Tutorial Thumbnail Einführung Filter und Gruppierung im SelectLine CRM
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Customize masks

Customize the screen for customer contacts so that only the data that is important for your company is displayed in the way you need it.

YouTube Tutorial Thumbnail Masken anpassen
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Create appointments in the SelectLine CRM calendar

Use the SelectLine CRM calendar function to manage your appointments easily and clearly.

YouTube Tutorial Thumbnail Termine im SelectLine CRM Kalender anlegen
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Automatic caller identification

SelectLine CRM recognizes and documents all incoming and outgoing calls for you clearly in the integrated journal.

YouTube Tutorial Thumbnail Automatische Anruferkennung
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