The See How buttons used to play a video. Where a demonstration is ready, See How now plays the screen itself: the real application, on a sample organisation, with a pointer that moves and presses while a voice explains each step.
- It opens over the page you are on and shows that page: the card tab you have open, a list or its Board, a builder, a wizard's first step.
- EN | BG chooses English or Bulgarian, and Subtitles turns the words on screen on or off. Both choices are remembered for you.
- It runs on sample data in an organisation of its own, so nothing of yours is read or changed.
- Close stops it at any moment, and your page is as you left it.
Where you find it today:
- the tabs of the company and person cards, such as CRM & Deals, Tasks and Reminders, Notes and History, and a Customer's Care tab;
- the Board on CRM > Companies, and the Customer Care list;
- the pipeline template and campaign template builders, and the Pipeline templates tab of the templates window;
- the first step of the Finance setup and Customer Care setup wizards.
More screens follow. Where there is no demonstration yet, See How plays the video as before.