Tutorial Videos

Here’s a list of our videos – click the links to load the appropriate pages.

We’ll be updating them on a regular basis and post the update on the Bulletin Board.

Meanwhile you might find these useful:

Starting My Day is a demonstration of FOB used in a typical small business workflow.  If doesn’t cover every aspect of the software but is a useful introduction to the main features in less than 5 minutes.

Getting Started Guide is a very simple introduction provided to get anybody up and running in no time.  Less than 5 minutes with this video explains adding companies, people , simple ToDos and how this all comes together on Dashboard.

Introduction Tutorial is a 12 minute walk through the whole package and includes the Getting Started Guide.

Address Book Tutorial is an 8 minute guide to adding companies and people, assigning Tags, search by Tag and Tag display options.

Task Management Tutorial is a 5 minute walk through using Opportunity Management for planning, scheduling and assigning tasks.

Webrequest Tutorial is a 7 minute walk through using Web Forms for collecting information from groups – for example Requests for Proposals, Invitations, Surveys etc and from individuals – for example for application forms or registration forms.