How to add users, configure your custom fields, user rights, pipelines and products. We also show you how each user can personalise the user experience.
We go through the most important parts of 20NINE at a high level so that you can get an insight into how 20NINE works.
We guide you how to connect to add-ons like Office365, Google, LinkedIn, WordPress, OneDrive, Google Drive, Dropbox, Mailchimp etc.
We go through how to setup different processes. We also show you how to use the board in the best way.
We go through how you can setup your .CSV import file and also perform an import depending on what type of information you want to import to 20NINE.
We go through how you can search, mass update many items and export to Excel files.
We teach you how to import relevant prospects from LinkedIn, send personal mass emails, use call lists to get new prospects into your pipeline.
We teach you how to use the Insights section in 20NINE to make it easy to track your KPIs and performance.
(Done in Swedish) How to connect Fortnox and 20NINE. The sync scenarios (customers, invoices, contract invoices, orders & articles).
How to create document templates and how to become more efficient with e-Signing.