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  2. New Users

New Users

SatuitCRM® - New User

  • Learning Path - SatuitCRM®
  • SatuitCRM® - Quick Start Training
  • SatuitCRM® Fundamentals (12 Videos Totaling 1 Hour)
  • Mastering Saved Views and Home Pages (1 Hr 13 Min)
  • E-Marketing Fundamentals (1 Hr)

SatuitSIP® Secure Investor Portal - New User

  • Learning Path - SatuitSIP®
  • SatuitSIP® - Quick Start Training
  • Adding SatuitSIP® Secure Investor Portal To SatuitCRM® (7 Min)
  • SatuitSIP®/Salesforce Integration Quick Start (4 Min)

Choose Your Role:

  • General User
  • Operations & Admin
  • Sales & Consultant Relations
  • Marketing
  • Client & Investor Relations
  • IT & Development
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Still need help?

Click on the ‘?’ in the upper-right corner of the SatuitCRM application and select “Submit a Support Ticket”.

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