Training Video Presentations All training video links below will be viewed in your web browser such as Microsoft Internet Explorer or Mozilla Firefox.  Adobe Flash Player and Adobe Reader is required to view training videos      Hosting and Email Account Setup Training Videos How to setup domains and e-mail in your Plesk Control Panel   + Click here to view the video   + Click here to download the video - 14.23 MB How to setup your email account in Microsoft Outlook   + Click here to view the video   + Click here to download the video - 4.35 MB YouTube How-To Training Videos 001 How to Change Passwords and Delete User Accounts http://www.youtube.com/watch?v=FNAEjEhJDq8 002 How to add a new User Account Profile http://www.youtube.com/watch?v=Kf7Oy-WIzvk 003 How to change the Logo Banner in your CRM http://www.youtube.com/watch?v=dOOStTQ_MHI 004 How to Edit the Content of your CRM Login Page http://www.youtube.com/watch?v=G9MVZGVk6LE 005 How to change the Color Scheme of your CRM correct http://www.youtube.com/watch?v=ydpZGDtxs5Y 006 How to Backup the Database of your CRM http://www.youtube.com/watch?v=Ra1fx8vSLlc 007 How to Edit User Access Rights for all Users http://www.youtube.com/watch?v=I2qRA6kdtnM 008 How to Import Multiple User Accounts from Excel Doc http://www.youtube.com/watch?v=fWljeA9_-3U 009 How to Customize User Network Types in Your CRM Software http://www.youtube.com/watch?v=d-qMOfNOMLU 010 How to Import Your Existing Merchants into Your CRM http://www.youtube.com/watch?v=Sb19_Thl-rk 011 How to Import Residual Reports into Your CRM http://www.youtube.com/watch?v=5O7jYh8dVv0 012 Setup User Network & Understand Invoices - Part 1 http://www.youtube.com/watch?v=5m068KQ7N_I 012 Setup User Network & Understand Invoices - Part 2 http://www.youtube.com/watch?v=2Bt85qpGGuM 013 How to Create and Manage Trouble Tickets http://www.youtube.com/watch?v=_UK2CH782lQ 014 How to Search for Merchant Accounts and Leads http://www.youtube.com/watch?v=c0jBz1H4wlI 015 How to Export a Mailing List for Merchants or Users http://www.youtube.com/watch?v=uwaUkpEGEQ4 016 How to Private Label and Customize the CRM Appearance http://www.youtube.com/watch?v=PsY1gASMKJk 017 How to create News Articles and Announcements in your CRM http://www.youtube.com/watch?v=go1g9XecX9A 018 How to Upload Original Paperwork in the Status Section2 http://www.youtube.com/watch?v=O9MC---RzHg 019 How to Disable Login Access for All Users http://www.youtube.com/watch?v=zino8CobUzk 020 How to Disable a User Account http://www.youtube.com/watch?v=MoQeqxy6pVQ 021 How to Delete a User Account http://www.youtube.com/watch?v=OeHy8TcLlL8 022 How to Choose your Home Page when Logging Into Your CRM http://www.youtube.com/watch?v=lIT2jdLYxiI 023 How to Send a Message to Another User http://www.youtube.com/watch?v=K2559jR90sU 024 How to Send a Birthday Wish to Users or Merchants http://www.youtube.com/watch?v=QdlFKyjUeIk 025 How to Submit a New Online Application http://www.youtube.com/watch?v=a4DYsPbMu7w 026 How to Edit the Daily Motivational Quotes on Home Page http://www.youtube.com/watch?v=HX4R0QnX42k 027 How to Add Contacts to Address Book http://www.youtube.com/watch?v=9zEyj9UvyXg 028 How to Change the Status of all Pending Accounts http://www.youtube.com/watch?v=BaWCHukzcUg 029 How to Add Documents to the Document Download Library http://www.youtube.com/watch?v=RpWRGErYTEM 030 How to Add Articles to the Knowledgebase http://www.youtube.com/watch?v=5pzqOlMbskI 031 How to add a new Task or Reminder in the System http://www.youtube.com/watch?v=ZgaNccjQLNw 032 How to Add a New Lead to the Leads System http://www.youtube.com/watch?v=jckJ30pwe2w 033 How to Use the Recruiting Section and Forms http://www.youtube.com/watch?v=QeTLFGjAJDY 034 How to User Referral Form and Manage all Referrals http://www.youtube.com/watch?v=WZ1vGRAxoV0 035 How to View and Edit Equipment Options for Each Merchant http://www.youtube.com/watch?v=mzZVfNcf5ec 036 How to Customize Status Groups and Status Levels http://www.youtube.com/watch?v=dn7iv9v4nEk 037 How to Log all Activity and Support for Merchants and Agents http://www.youtube.com/watch?v=qFias5yOoXY 038 How to Send a Letter Template to a Merchant http://www.youtube.com/watch?v=uiDHo9rMjOw 039 How to Send a Letter Template to DBA Owner in Leads System http://www.youtube.com/watch?v=D_O7jc04jwo 040 How to Add New Processor and Online App and PDF Doc http://www.youtube.com/watch?v=sQmeSrJb7pM 041 How to Setup Vonage and Skype One Click Dial Feature http://www.youtube.com/watch?v=szyG6wT-rH0 042 How to View and Understand User Statistics http://www.youtube.com/watch?v=N2rOkPXFH84 043 How to View All Merchant Accounts and Delete Accounts http://www.youtube.com/watch?v=AcjiphIgwH8 044 How to Learn About Our Support Options http://www.youtube.com/watch?v=Wzi-NTepDGs 045 How to Setup Equipment and Software Inventory Part 1 http://www.youtube.com/watch?v=2GJeQ78Temk 045 How to Setup Equipment and Software Inventory Part 2 http://www.youtube.com/watch?v=2Z_PDlvBAic 046 How to find Equipment MID or TID or Serial Number http://www.youtube.com/watch?v=G8CfIKrPgxY 047 How to add a TID # to Equipment in the Status Section http://www.youtube.com/watch?v=g48UzVAawR4 048 How to Add Equipment Items to an Online Application http://www.youtube.com/watch?v=0kyr5MOdbWM 049 How to Edit Client Statuses & Priorities in Status Section http://www.youtube.com/watch?v=RI-Bo2g2Xk0 050 How to Add a Note or Log a Call for a Merchant Account http://www.youtube.com/watch?v=zThJMR_pitE 051 How to Customize Email Notification Content and Recipients http://www.youtube.com/watch?v=XynLVgNW4YU 052 How to Use the Internal App and Customer App http://www.youtube.com/watch?v=Umge2oz-6V4 053 How to Customize Service Enrollment Options for Internal App http://www.youtube.com/watch?v=FjKK3By07Tk 054 How to Restrict Access to Software via IP Addresses http://www.youtube.com/watch?v=HGzftnmqPD8 055 How to Setup a Telemerketer User and Assign Lead Status Categories http://www.youtube.com/watch?v=rPPn7_qmaNE 056 How to Convert a Lead to an Online Application http://www.youtube.com/watch?v=T4s2x36GCBc 057 How to add a Note to the Lead Summary Page http://www.youtube.com/watch?v=yxZ_h56xy_4 058 How to Upload Documents to a Specific Lead http://www.youtube.com/watch?v=-qcmJCBJ-9k 059 How to add a Appointment and a Task to a Lead http://www.youtube.com/watch?v=yhWT6UemQUk 060 How to Send a Letter Template to DBA in Leads Section http://www.youtube.com/watch?v=MDONjuAQzT0 061 How to Edit a Lead in the Leads Section http://www.youtube.com/watch?v=b9buNo-p4l8 062 How to add a Lead Source to the Leads Section http://www.youtube.com/watch?v=YeJvad4ysII Bankcard Pros CRM - Training Materials All Bankcard Pros CRM Account Tracking Software sales collateral links below are PDF documents that you can download, save, and print.  Adobe Reader is Required to view all sales and training documents NEW FEATURES - COMING SOON Merchant Daily Transaction Summary Reports (Completed) Sync Integration with Outlook and Google Email and Calendars (Completed) - Integration with over 100 email and calendar applications! Integration with CallCenter Power Dialer Systems - Ytel and Spitfire (Completed) eMerchant Manager Online Reporting System (Completed) Agent Invoicing via PDF email notification (Completed) Quickbooks Integration DBA Business Leads Management software (working) Integration with Business Card Scanner Residual Auditing System PHP Instant Messenger UPS/USPS/Fedex Shipping Integration Recurring Billing System New User Training Task Scheduler New User Marketing Task Scheduler Online Chat Forum Merchant Cash Advance Tracking Credit Rating and Business Verification Software Brochures and Summary Sheets Bankcard Pros CRM - Brochure Bankcard Pros CRM - Catalog of Services Bankcard Pros CRM - Agent-In-A-Box Start Up Box Creative Vision Studio - Brochure Creative Vision Studio - Catalog of Services Bankcard Industry DVD Toolkit - Contents Articles About Bankcard Pros CRM The importance of backing up your database Bankcard Pros CRM will be as successful as the time you invest in it Online Updates and Training Videos Twitter Updates about Bankcard Pros CRM Online Training Videos Bankcard Pros CRM - Support Options Bankcard Pros CRM - Support Options Bankcard Pros CRM - Support Policies Bankcard Pros CRM - Support Documents Bankcard Pros CRM - CRM Flow Chart Bankcard Pros CRM - Top 30 Features Bankcard Pros CRM - Questions and Answers Set-Up and Configuration Guide and Check List Pre-Setup Questionnaire Setup and Configuration - Checklist Setup and Configuration - Guide CRM - Staff / Employee Responsibility Guide Training Manuals Administrative Training Manual Other How-To Guides How to Manage the Status Section How to Customize Online Applications How to Use the Leads System How the Residual Reporting System Works Rate Quote Calculator Overview Sample Email Notification Content with Codes Email Notification - Happy Birthday Email Notification - New Announcement Email Notification - New App Status Change Email Notification - New App Submitted Email Notification - New Lead Email Notification - New Recruit Inquiry Email Notification - New Referral Form Email Notification - New Trouble Ticket Email Notification - New User Welcome Interchange Plan Codes Visa April 2011 Interchange Rates (Excel) MasterCard April 2011 Interchange Rates (Excel) Discover April 2011 Interchange Rates (Excel) Monthly Recurring Billing Authorization Form Monthly Billing Invoice & Agreement Hosting - Plesk Control Panel Guides Parallels Plesk Panel 10 - User Guide Parallels Plesk Panel 10 - Sitebuilder Guide Parallels Plesk Panel 10 - Administrators Guide   Bankcard Pros CRM Account Tracking Software  | A Division of Creative Vision Studio, LLC. 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