PointWake CRM Training Video
What PointWake CRM Does
See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM.
What PointWake CRM Does . 2:13 . Beginner . Start Here . Source: PointWake CRM Overview (PointWake CRM overview)
About this video
What PointWake CRM Does is a 2:13 walkthrough in the PointWake CRM training library. See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.
This one sits in the Start Here track, so it is a good first watch if PointWake CRM is new to your team. It shows the everyday screens your staff will open the most. It is filed under Start Here at a beginner level. No prior setup knowledge is needed to follow along. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.
This overview was produced and published by PointWake. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to explore pointwake crm below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.
What you will learn
- Where what pointwake crm does lives inside PointWake CRM and what it controls
- See how lead capture, conversations, calendars, pipelines, payments, reviews and automation work together inside PointWake CRM
- How this step connects to the rest of your lead follow-up so nothing is handled twice
- What to check afterwards before you rely on it with real customers