Boost Your Mortgage Business with the Best Customer Contact Database

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hi and welcome to this short instruction video for the customer database template let me show and explain all the features that will make your work easier this template is predefined as b2b database but those kind of databases not always met our needs sometimes our collected data is a little bit different from the predefined one and we if we change it the template is not so useful anymore but not this time in this template we decided to give you the maximum flexibility of input data but also the output calculation and don't worry you don't need to be an expert to modify it ing to your needs so firstly let's see what the template contains we have two input sections and three outputs let's go first to the input table this way it will be easier later to understand the settings sections as you can see in the input there are predefined headers but maybe not all of them i need or even want i will delete the ceo column and instead of alternative name i will add a first contact date let me input some dates plus i want an extra column which is not existing in here but i want to have it in between of those two dates let's just fill it simply in some of the columns i have drop downs for example in here in here here and few others later but those drop downs are only a suggestions because maybe sometimes you have much more options than the drop down allows for so in this case you can just override it and it will be still a valid information so i can change like i have here to the new type and the new type 2 and all of those inputs are valid so now let's go to the settings here i have a date section i have to decide here how i want to see my date the format i want to see in the output data i also need to tell to excel which of my newly added columns are dates i will select them in here if i don't do it the output date will be visible as a number so if i don't change it now i will notice notice it later don't worry it can be changed or updated at any moment on the right side we have those predefined drop-down lists that is what i was showing a moment ago if you change the name of the column the drop-down list will still work also the title will change ing to the column that you have changed however if you delete related column the drop down will disappear as well now let's go to the output in the output list we can choose up to 10 different columns and we can change at any moment what we want to see then i can decide the filters i can update them i can change them i can choose whatever i want in here they can seem a little bit complicated but they are really easy to figure out so let's change some of them first contact date i want to be above i am choosing here a data input title so let's change to the country i'm choosing the comparison option in this case above does not make sense so i'm choosing equals and i can choose from the drop-down list one of the countries that came up with the drop down i can also choose above and below and use the same filter if i want to have a range so let's make it with a little bit more data and choose a revenue for example or value let's see the revenue here and we will be able to compare if our filter works properly we want above 22 000 and below 60 000. cool all works you can change the filters at any moment don't forget about this so for example let me remove it change this this customer is using not only oracle but also sap so if i want to filter it as a technology used if i use equals for example sap it will only choose the one that are exactly sap but if i choose include that will also choose the other ones which are using the sap and other technologies okay i think it's clear now let's go to the next section the form i will click create a form from the scratch i will remove all the data that i have here and i will choose all of the options that i have in the first column i have a sections that are splitting my form into the different subjects so for example basic inform information location value and employees etcetera those sections i can define in the settings as well let's go back just to show you in this first table we have the form sections and here is where we are defining them so let's go and choose some of them location and employees and now in those two columns i can choose the data that i have in my input table now when the form is created we can just choose next after next id and this and see the single results as a form that we have just prepared and finally a chart dashboard what we have here are six different charts that are already defined and formatted what i need to do is just choose which data i want to see in each of them some of them are more useful for some types of data some of them for others but you can just check change and decide what looks better and works best for you here we have some top values in those three charts here are total counts of all of the customers or any kind of data input that we have given we are choosing here from the drop downs what actually we want to see what we want to see as a counted total values in those two charts we have input x and y and in those two charts the best input values as x as an x value is a numeric value so that's why the only values available in here in the drop down are the numeric values the last chart is a histogram that will be best used for some kind of numeric input that we want to group for example number of employees all the charts are described in each of the chart titles so you can understand what you can see and how it works okay that's all for now i hope the video was helpful thank you for watching and don't forget to check our other templates at .someeka.net