Training Videos – SalesChain

SalesChain Essentials

Advanced How-To’s

Full Training Sessions

SalesChain Essentials 01: Introduction

SalesChain Essentials 02: How To Log In, Log Out, and Change your Password

SalesChain Essentials 03: How to Change your User Preferences in SalesChain

SalesChain Essentials 04: How to Navigate the SalesChain System. A basic Tour.

SalesChain Essentials 05: Searching For Accounts Using Both Basic and Advanced Search Tools

SalesChain Essentials 06: How to Create a New Account Two Ways

SalesChain Essentials 07: How to Add A Contact to An Existing Account

SalesChain Essentials 08: How to Export a List of Contacts as a .csv

SalesChain Essentials 09: How to Merge Two Accounts

SalesChain Essentials 10: Searching for Contacts

SalesChain Essentials 11: All About Groups. How to Make and Edit Groups in SalesChain

SalesChain Essentials 12: User Action Vocabulary

SalesChain Essentials 13: How to Make a New Task

SalesChain Essentials 14: How to Act upon Tasks With Task Actions

How To Configure SalesChain's Outlook 365 Integration

On this page, you’ll find a number of videos explaining how to perform various actions within the system. Everything from logging in, to scheduling tasks, to performing advanced searches in the accounts screen. Out goal is to answer your fundamental questions and get you using SalesChain like a pro.

SalesChain is dedicated to creating an integrated, automated workflow solution for the digital workforce which helps teams across different departments work together seamlessly. Our mission is to help our customers develop new efficiency and strength by achieving greater organization through the assistance of actionable data and powerful automation.

If you find that you still need help, reach out to our help desk.

SalesChain University Tutorial Videos

SalesChain University Training

Find us on YouTube

Our tutorial videos are privately accessible to our user base through this page, but our public videos can be found on our YouTube channel.