Tutorials

Training

The following training sessions guide you through using the R1 CRM solution. Each session contains audio, so please adjust your speakers accordingly. If you do not have speakers, you can read along without the audio.

You can click the hyperlinked tutorial name to view that session now. Or, if you wish to invite users by email to view a session or multiple sessions, just click the box next to the sessions you wish to include and complete the email form at the bottom of this page. Recipients will get an email that invites them to click a link and view the tutorial(s). You will need to provide your COREsupport login and password to all users, as they will need to log in when they click one of the tutorial links.

ResourceOne Training

Note: Load times might take several minutes depending on your connection.

Custom Report Writer Demo showing the features of CoreTrac’s Custom Report Writer 4/5/2012
General Introduction Gives you an overview of the features available in R1 6/2/2011
Search & Create Contacts Gives you a step by step look at how to add prospects, find clients, and understand the contact management features inside R1. 6/2/2011
Referrals & Managing Opportunities Gives you a step by step look at how to manage referrals. 6/2/2011

Download User Trainings

Note: Load times might take several minutes depending on your connection.

After Uncompressing the .zip file, click on the .htm file to view.
Introduction 6/2/2011
Search and Create Contact 6/2/2011
Referrals and Managing 6/2/2011
Calendar 6/2/2011
Advanced Search 6/2/2011
New Client Matching 6/2/2011
Existing Client Matching 6/2/2011

Troubleshooting

  • If the link does not come up the first time, please click Refresh on your browser. It should come up on the second try.
  • If you refresh your browser and the session does not begin, you may need Flash. The full Flash application is not required to view these tutorials, but you do need the Flash player. Normally, this player installs automatically when you try to view the tutorial, but your firewall and network settings can prevent such automatic installs. If this is the case, you can manually download the Flash player from Macromedia.
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