• SAM Onboarding & Implementation

  Start here!

• Users & Settings

  Manage Users, End 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.

• Webinars & Updates

  Past webinars and videos on a variety of SAM topics + SAM Update Notes