TargetCRM Documentation

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    • Messenger and Customers
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    • Deals & Tasks
    • Training Videos
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  • Home
  • TargetCRM Documentation
    • Messenger and Customers
    • Surveys and Reviews
    • Broadcasts & Customer Groups
    • Automations & Visibility
    • Deals & Tasks
    • Training Videos
    • New Product Release Notes
    • Ideal Integration
  • Request Demo
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Training Videos

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  • IDEAL
    • Session 1 – Messenger & Customers
    • Session 2 – Surveys & Feedback
    • Session 3 – Broadcasts & Customer Groups
    • Session 4 – Automations & Visibility
    • Session 5 – Deals & Tasks
  • INFINITY
    • Session 1 – Messenger & Customers
    • Session 2 – Surveys & Feedback
    • Session 3 – Broadcasts & Customer Groups
    • Session 4 – Automations & Visibility
    • Session 5 – Deals & Tasks
  • ASPEN
    • Session 2 – Surveys & Feedback
    • Session 3 – Broadcasts & Customer Groups
    • Session 4 – Automations & Visibility
    • Session 5 – Deals & Tasks
  1. Home
  2. Docs
  3. Training Videos
  4. IDEAL
  5. Session 5 – Deals & Tasks

Session 5 – Deals & Tasks

Other Recordings:

Session 1: Messenger & Customers

Session 2: Surveys & Feedback

Session 3: Broadcasts & Customer Groups

Session 4: Automations & Visibility

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Updated on April 2, 2026
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Automations &
Visibility

  • Automation
  • Orders
  • Mobile app
  • Analytics and User Activity

Surveys and
Reviews

  • Create a New Survey
  • broadcast loyalty survey
  • Survey alerts
  • Troubleshoot surveys

Broadcasts &
Customer Groups

  • Create a broadcast
  • Manage SMS/MMS Broadcast
  • Build customer groups
  • Scheduled Broadcasts

Messenger and
Customers

  • Target CRM Sign-In
  • Send and receive texts
  • Notifications & Email Settings
  • Video calls

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