-
SAM Onboarding & Implementation
Start here!
-
Users & Settings
Manage Users, Permissions, and Settings
-
Email & Templates
Setup email and templates to bring your communications into SAM.
-
Case Management
Best practices for your records.
-
Auto Actions & Checklists
Setup your workflow and automations.
-
Reports
Put your SAM data to work with real-time reports and customized report menus.
-
Tables & Fields, Lists, and Filters
Fundamental to create Forms, Reports, Auto Actions, and Templates.
-
Forms
Build forms, surveys, and events in SAM.
-
Accounting
AP, AR, invoicing, and online payments.
-
Data Migration
Move data in or out of SAM
-
Webinars & Updates
Past webinars and videos on a variety of SAM topics + SAM Update Notes