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CRM and VOA Link training videos

One workflow. A clear, practical walkthrough.

Learn CRM and VOA Link tasks with short narrated demos and step-by-step screen walkthroughs from the demo workspace. Company and contact examples are fictional; property linking uses VOA assessment data. No music.

01

CRM workflows

Create and organise cases, manage your next actions, link VOA data and prepare documents.

Create a new case

Create a company case, add the contact on the board and check the saved record.

41 seconds

Import cases from CSV

Prepare a CSV, map its columns and verify the imported cases.

1 minute 32 seconds

Find and filter cases

Find a case by company name and use filters to focus your board.

41 seconds

Save a personal board view

Reorder board columns and save the layout as your personal view.

47 seconds

Manage stages and next actions

Set the case stage, choose a next action and record the task date.

45 seconds

Assign case ownership

Assign a colleague to a case and confirm the saved owner.

42 seconds

Keep clear case notes

Add a clear case update, save the note and review the record history.

45 seconds

Move a lead into Cases

Move an existing lead into Cases and check that its details are retained.

47 seconds

Create a document from a case

Choose a document template, check the merged case details and create a Word document.

51 seconds
02

More CRM workflows

Work with selected records, customise boards, prepare reusable templates and test automations.

Update several cases at once

Apply the same field value to selected cases and check the saved changes.

52 seconds

Export selected cases to CSV

Export selected cases to CSV and check the downloaded records.

55 seconds

Duplicate a case as an independent record

Create an independent copy, check its reference and give it a clear name.

55 seconds

Archive completed casework

Move finished casework into an archive board while retaining its identity and matching fields.

57 seconds

Create a board from an existing structure

Create an empty board using the Cases structure and review its access.

48 seconds

Add a custom board column

Add a shared custom column and choose the correct field type.

53 seconds

Customise status labels and colours

Add a status label, choose its colour and apply it to a demo record.

47 seconds

Create a reusable email template

Create, save and preview reusable company email content.

51 seconds

Set up a Word document template

Upload a marked Word document, map CRM fields and save the shared template.

1 minute 15 seconds

Create and test a field-update automation

Set up a field-update rule, test its activity and pause it after the demonstration.

1 minute 12 seconds
03

Email and daily casework

Prepare case emails, use templates and attachments, manage your calendar and open case-linked tools.

Compose an email from a case

Compose a message from the correct case and review its saved email trail.

1 minute 2 seconds

Apply and personalise an email template

Apply saved email content, personalise the message and save a draft.

1 minute 11 seconds

Add and check email attachments

Add, check and remove an attachment before sending an email.

53 seconds

Read and prepare a case email reply

Read a case message and prepare a reply draft.

1 minute 11 seconds

Manage calendar appointments and staff leave

Create appointments and all-day staff leave, then check the saved entries.

1 minute 12 seconds

Open the rates calculator from a case

Open the calculator with the selected case property and review a rates scenario.

59 seconds

Open Quick Report from the correct case

Launch Quick Report from the selected case and check the linked VOA subject.

1 minute 2 seconds

See the workflow with your team.

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