Quick tutorial videos
segmented by topic
Grouped by catergory we suggest you watch all the videos for each product function
Using forms to track your events
Mobile app tips & tricks
Setting up your account
.
Creating an event
Date added: 1/24/25
Important take away tip: Create a bookmark on your computer for EMMET CRM shortcuts. Then save this survey to a bookmark on your computer, you or your VA will use it all the time.
- Make sure you save it from the "Preview" link URL
Editing a form
Date added: 1/24/25
Important take away tip: Never change the title of the form, or any of the information
or fields below the "SUBMIT" button.
Add links for calendar
Date added: 1/24/25
Important take away tip: You need to create a new calendar link for each event - if you want to go to the next level (as shown here) you can create a new webpage and redirect there, rather than just showing the confirmation with the calendar links.
Triple check events
Date added: 1/24/25
Important take away tip: Every time you set up a new event, double check in one of these 3 ways.
Add the phone app
Date added: 1/24/25
Important take away tip: Make sure you create a grouping for additional forms and reports you can add to your phone for quicker actions then going into the app.
Add a quick contact
Date added: 1/24/25
Important take away tip: Right after meeting someone use this form, and then open the contact on your phone and add more info - feel free to edit this form if you regularly record more information.
Mobile payments
Date added: 1/24/25
Important take away tip: Make sure you activate tap to pay on your phone and "play around" with this feature so you are comfortable using it in front of people.
Tracking events
(Opportunities)
Date added: 1/24/25
Important take away tip: You can track your sign ups for each event from your phone under opportunities, or from the form under submissions.
Duch (in progress)
Date added: 1/24/25
Important take away tip: The Duch is in process, each month we will be reporting more information back to you at the end of the month and eventually we will enable you to create your own Duch template, and it will be created automatically.
Mapping a contact
Date added: 1/24/25
Important take away tip: Use the Google special mapping app to put all of your contacts on one map program, not done through EMMET CRM.
Search on
the app
Date added: 1/24/25
Important take away tip: Make sure you add address and tags as searchable fields for your app (done from the computer, not the phone)
Reminders
Date added: 1/24/25
Important take away tip: Use the Google special mapping app to put all of your contacts on one map program, not done through EMMET CRM.
Integrations
Date added: 1/24/25
Important take away tip: The Duch is in process, each month we will be reporting more information back to you at the end of the month and eventually we will enable you to create your own Duch template, and it will be created automatically.
Email templates
Date added: 1/24/25
Important take away tip: Use the Google special mapping app to put all of your contacts on one map program, not done through EMMET CRM.
Creating products
Date added: 1/24/25
Important take away tip: Consider using products when charging for dinners or JLI courses - the more vague you name the product the more you can use in for different applications.
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