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Welcome to Definity Software's Online Video Application TrainingWithin these training links we have developed short and informative video clips to demonstrate unique configuration and application processes for the Definity CIS Application. If you have further questions, please contact Definity Software using the link below. |
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Search & Enter Client InteractionsEasily search and enter customer interactions. Create service requests or sales leads through a single GUI. |
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Main Toolbar OverviewReview the Main Toolbar and how to use each button. |
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Configuring a New Sales Lead or CampaignLearn how to setup, select, and use a sales lead and campaign in the Definity CRM module. |
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