Saleboat Training Videos

Where can I find training videos for Saleboat?

Monique Le Roux

Last Update a month ago

If you're new to Saleboat or if you'd like to brush up on some Saleboat knowledge, you're in the right place.


Below, we have outlined each of the sections of our training.
These are in video format on YouTube.
They are unlisted, so you cannot access them without the links below.

Click on the relevant link below to begin watching the video on the topic.

Section 1: How to access Saleboat

Section 2: The Main Menu

Section 3: The Dashboard

Section 4: Cards

Section 5: The Plus Button

Section 5: Create Deal

Section 5: Create Contact

Section 5: Create Lead

Section 5: Create Prospect or Client

Section 5: Create Meeting

Section 5: Create Task

Section 7: Organisation

Section 8: Leads

Section 9: Customers

Section 10: Meetings

Section 11: Tasks

Section 12: Products and Services

Section 13: Calendar

Section 14: Settings

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