Video lessonsShort step-by-step videos filmed in the real app, from creating your account to automating your pipeline.33 videos · 1 h 25 minQuick toursA minute or so on each of the pages you use every day.1:38Quick tourHow meetings work1:05Quick tourHow tasks work1:06Quick tourHow notes workGetting started3:30Lesson 1Create your PromptLab account3:26Lesson 2A tour of your workspace2:44Lesson 3Your profile and language2:47Lesson 4Invite your team and set roles2:39Lesson 5Where to connect your appsRecords2:26Lesson 6Add and edit accounts2:17Lesson 7Add contacts to your accounts2:25Lesson 8Import accounts from a spreadsheet2:39Lesson 9Import your deals2:52Lesson 10Work your pipeline on the board2:35Lesson 11Add your own fields2:59Lesson 12Views, filters and sorting2:44Lesson 13Group records with lists2:13Lesson 14Build your own objectsProducts & sales documents2:55Lesson 15Add your products2:18Lesson 16Set up price lists2:45Lesson 17Send your first quote3:00Lesson 18Send and track samples2:52Lesson 19Turn a quote into a sales order2:59Lesson 20Set your document numbers2:44Lesson 21Set up your bag typesDaily work2:09Lesson 22Stay on top of your tasks2:12Lesson 23Keep notes on your records2:58Lesson 24Create your first email campaignReports & digests3:00Lesson 25Your dashboard and reports2:52Lesson 26Build a custom report2:58Lesson 27Daily digests and notificationsAI & automation2:14Lesson 28Ask AI about your data2:46Lesson 29Automate with workflows2:30Lesson 30Teach the AI about your company
