Bankcard Pros CRM Account Tracking Software - Powerful CRM tools and features to run your entire sales office and mange your sales force nationwide.

Training Video Presentations

All training video links below will be viewed in your web browser such as Microsoft Internet Explorer or Mozilla Firefox.  Adobe Flash Player and Adobe Reader is required to view training videos

    


Hosting and Email Account Setup Training Videos

How to setup domains and e-mail in your Plesk Control Panel
  + Click here to view the video
  + Click here to download the video - 14.23 MB

How to setup your email account in Microsoft Outlook
  + Click here to view the video
  + Click here to download the video - 4.35 MB

Training Videos for Bankcard Pros Software

Complete software overview
Click here to view the video

How to recover and reset your lost password
  + Click here to view the video
  + Click here to download the video - 6.57 MB

How to backup your software database
  + Click here to view the video
  + Click here to download the video - 4.96 MB

How to change the logo banner in my software
  + Click here to view the video
  + Click here to download the video - 9.38 MB

Login and home page overview and introduction
  + Click here to view the video
  + Click here to download the video - 53.36 MB

How to import existing merchant accounts into the system
  + Click here to view the video
  + Click here to download the video - 15.73 MB

How to setup the residual report section and import residuals
  + Part 1 - Click here to view the video
  + Click here to download the video - 30.13 MB

  + Part 2 - Click here to view the video
  + Click here to download the video - 27.22 MB

  + Part 3 - Click here to view the video
  + Click here to download the video - 27.03 MB

How to use the setup and configuration tools
  + Click here to view the video

How to create multi-level user accounts
  + Click here to download the video
  + Click here to download the video - 19.71 MB

How to use the status section
  + Click here to view the video

How to search for merchants
  + Click here to view the video
  + Click here to download the video - 18.57 MB

How to fill out the user application
  + Click here to view the video

How to customize the list of user type categories
  + Click here to view the video
  + Click here to download the video - 21.73 MB

How to customize status levels in the status section
  + Click here to view the video
  + Click here to download the video - 51.77 MB

How to change user access rights for each user
  + Click here to view the video

How to use the leads section
  + Click here to view the video

How to customize the lead status levels
  + Click here to view the video

How to add a lead to the leads system
  + Click here to view the video

How to import a leads list in the leads system
  + Click here to view the video

How to setup and customize a new online application
  + Click here to view the video

Bankcard Pros Sales Collateral

All Bankcard Pros CRM Account Tracking Software sales collateral links below are PDF documents that you can download, save, and print.  Adobe Reader is Required to view all sales and training documents



Software Brochures and Summary Sheets

Training Manuals

Set-Up and Configuration Check List

Other How-To Guides

 

Bankcard Pros CRM Account Tracking Software  | A Division of Creative Vision Studio, LLC.
Software Development. Custom Programming. CRM Solutions. |  Long Beach, California

(866) 844-6463 Toll Free |  (562) 366-2928 Office  | (562) 366-4772 Fax |  Sales demo@bankcardpros.com
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