Tutorial Videos

Welcome To the Training Page for your Lokation Konnect CRM.

Below you will find numerous videos that have been broken up into bite size chunks to be consumed for easier understanding and longer retention.

You may need to watch some of the videos that are important for your needed tasks a couple times in order to master those aspects of this powerful software.

Watch This Video FIRST

CRM & Dashboard

CRM Overview

Dashboard Overview

Create User & Team Profiles

Add A User

Create A Team

Contacts & Smartlists

Create / Import Contacts

Create/Manage Smartlists

Calendars & Appointments

Create Main Calendar

Sync Your Google Calendar

Sync Your Outlook Calendar

Booking Appointments

Create A Team Calendar

Pipelines & Opportunity

Creating Pipelines

Creating An Opportunity

Opportunity Walkthrough

Communicating With Contacts

Phone Dialer

Conversations

Requesting Reviews

Reporting

Appointment Report

Call Report