Training Videos

Watch and learn about Model Match and best practices. Be kind, please rewind.

• How do I source Branch Teams from a Requisition?
• How do I Edit a Note?
• How do I place phone calls in Model Match?
• How Do I View the Value of a Contact?
• How do I search for contacts?
• How Do I Build a Report?
• How Do I Create a Requisition?
• How do view contact history?
• How Do I Mention my Teammates?
• How do I use the Enrichment Tool?
• How do I delete contacts?
• How Do I Add or Remove Team Members?
• How Do I Change the Stage of a Contact?
• How do I create Saved Filters?
• How Do I Assign Contacts to a Requisition?
• How do I share reports?
• How Do I Share a Contact?
• How do I export contacts?
• How Do I Tag a Contact?
• How do I create email templates and signatures?
• How Do I Edit a Note?
• How do I assign multiple contacts to myself or a teammate?
• How to view your Next and Last Action
• How do I use the Quick Search tool?
• How do I change the owner of a Requisition?
• How do I create recurring To-Do's?
• How do I add multiple tags to contacts?
• How do I move multiple contacts to a new stage?
• Viewing all activity on contact profiles
• How to work Custom Date ranges on Volume Reports