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Aventora CRM — video tutorials

Audience: Sales representatives, service coordinators, and team leads using Aventora CRM day to day.

Short walkthroughs of the CRM workspace, records, pipeline, Sales Cockpit, campaigns, Engage, and personal settings. Watch in order, or jump to the topic you need. Each video has a matching section in the CRM User Guide.

This series assumes Aventora CRM is already operational and Engagement Hub is already connected. Workspace setup and administration stay in the CRM User Guide and CRM Complete Guide.

Videos use synthesized narration.

DocumentWho it is for
This pageEnd users who prefer to watch a walkthrough
CRM User GuideWritten how-to for the same daily work
CRM Complete GuideAdministrators and operators: deployment, provisioning, SSO
Campaign landing pagesCampaign URL, QR, and lead capture detail

Getting started​

Introduction to Aventora CRM​

What Aventora CRM is for, who uses it, and how the rest of this series is organized.

Written guide · Watch on YouTube

CRM workspace, navigation, and help​

Find your way around the sidebar, views, command menu, and in-app help.

Written guide · Watch on YouTube

Keep daily records in Favorites​

Star People, Companies, or Opportunities so they stay in the sidebar Favorites list.

Written guide · Watch on YouTube

Industry presets and terminology​

How a workspace preset changes object labels and pipeline stages before you create records.

Written guide · Watch on YouTube

People, companies, and opportunities​

The core CRM records and how People relate to Companies and Opportunities.

Written guide · Watch on YouTube

People and companies​

Search records from the command menu​

Use Ctrl+K (Cmd+K on Mac) to search records from the command menu.

Written guide · Watch on YouTube

Create a contact​

Create a Person from the People list or the command menu.

Written guide · Watch on YouTube

Edit a contact​

Open a Person record and edit fields on the show page.

Written guide · Watch on YouTube

Search, filter, and save views​

Search for a person, filter People to a working set, and save that list as a view.

Written guide · Watch on YouTube

Import contacts​

Import People from a CSV or spreadsheet using the record import wizard.

Written guide · Watch on YouTube

Export contacts​

Export the current People view or selected records to CSV.

Written guide · Watch on YouTube

Merge duplicate contacts​

Select duplicate People and merge them into one record.

Written guide · Watch on YouTube

Create a company​

Create a Company record from the Companies index.

Written guide · Watch on YouTube

Set the company on a Person, or link People from a Company.

Written guide · Watch on YouTube

Sales pipeline​

Create an opportunity​

Create an Opportunity (deal or quote) and fill its fields.

Written guide · Watch on YouTube

Move deals on the pipeline board​

Switch Opportunities to a board view and move deals between stages.

Written guide · Watch on YouTube

Mark a deal won or lost​

Move an opportunity into a closed-won or closed-lost stage.

Written guide · Watch on YouTube

Activities and history​

Create and complete tasks​

Create a task on a Person, then mark it done.

Written guide · Watch on YouTube

Create a note​

Add a note on a Person, Company, or other record.

Written guide · Watch on YouTube

Upload attachments​

Attach files to a CRM record.

Written guide · Watch on YouTube

Read the activity timeline​

Review emails, calendar events, and engagement history on a contact.

Written guide · Watch on YouTube

Record a voice memo on a task or note​

Open a Person, add a note, record a voice memo, and transcribe it into the body.

Written guide · Watch on YouTube

Daily sales work​

Work the daily Sales Cockpit​

Open Today, review cockpit panels, and open a lead into a Person record.

Written guide · Watch on YouTube

Complete suggested actions​

Take, snooze, or dismiss next-best actions from the cockpit.

Written guide · Watch on YouTube

Work quiet and stale leads​

Work the Reconnect Recent and Reconnect Oldies cockpit queues.

Written guide · Watch on YouTube

Use Sales intelligence on a contact​

Open the Sales tab on a Person to review scores, next-best action, and per-person suggestions.

Written guide · Watch on YouTube

Use workspace dashboards​

Open dashboard records and read preset widgets.

Written guide · Watch on YouTube

Campaigns​

Create a campaign​

Create a landing-page campaign from the form or an industry template.

Written guide · Campaign landing pages · Watch on YouTube

Configure and publish a campaign​

Edit campaign copy, form, and publication settings.

Written guide · Campaign landing pages · Watch on YouTube

Review campaign leads and share​

Open a campaign, copy the URL or QR code, and review captured leads.

Written guide · Campaign landing pages · Watch on YouTube

Engage by Aventora​

What Engage by Aventora does​

How CRM starts phone, SMS, and email engagement from the Person already open.

Written guide · Watch on YouTube

Engage one contact​

From a Person record, start Quick Aventora, pick a template, and send phone, SMS, or email engagement.

Written guide · Watch on YouTube

Engage by email​

Start an email engagement from a Person using a Hub layout, subject, and template fields.

Written guide · Watch on YouTube

Notify instead of bridging on SMS​

When to use Notify user by SMS instead of bridging on a conversational SMS engagement.

Written guide · Watch on YouTube

Bulk engage selected contacts​

Multi-select People and start Engage by Aventora for the selection.

Written guide · Watch on YouTube

Review engagement history on a contact​

Open the Aventora tab on a Person to view history and start or pause work.

Written guide · Watch on YouTube

Cancel an engagement​

Cancel an in-flight Aventora engagement from the Person command menu.

Written guide · Watch on YouTube

Scheduling​

Book time from a Person record​

Open a Person and use Aventora Calendar to view availability or start a booking.

Written guide · Watch on YouTube

Optional personal preferences​

Edit your profile​

Update name, photo, and other profile fields.

Written guide · Watch on YouTube

Set language, locale, and color mode​

Change a personal Experience setting for language, locale, timezone, or color mode.

Written guide · Watch on YouTube

Industry modules (optional)​

These videos apply when your workspace uses the matching industry preset.

Work with insurance policies​

Create and edit Policy records in an insurance workspace.

Written guide · Watch on YouTube

Work in a mortgage workspace​

Recognize Borrowers, Lenders, and Mortgages, then open a borrower or mortgage record.

Written guide · Watch on YouTube

Work in a financial advisor workspace​

Recognize Clients, Households, and Plans, then open a review-oriented record.

Written guide · Watch on YouTube

Work with real estate listings​

Create and edit Listing records in a real-estate workspace.

Written guide · Watch on YouTube

Changelog​

DateChange
2026-09-09Published the 44 CRM end-user walkthroughs (Getting started through industry modules) with YouTube embeds and links to the matching CRM User Guide headings.