Hubs Basics Videos

DPS comes with a library of short videos that are focused on using the Hubs. Each video is about five minutes long and focuses on a specific task or area. New videos are added regularly.

To view the videos:

  • Click the links below, or
  • Click Help > Videos from the toolbar in the user interface.
Title Purpose
Navigation Tips This video includes tips to help you successfully navigate, including how to add a record, use list view, select columns, use filters, and perform a simple search. The video also discusses hierarchies.
Use Hubs for CRM Use this video to learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.
Import Data for CRM Use this video to learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.