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Getting Started

Learn everything from initial login, to account preferences and user training.

• Preferred System Requirements
• Global Search

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VIA Features

Explore all the features that VIA offers.

• Duplicate Search
• Notification Center
• Lead Stages
• Referral Stages

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Activities

Get answers to questions around creating, scheduling, and completing activities.

• Make and Receive Calls
• Schedule & Send an Email
• Schedule & Send a Text
• Schedule an Activity
• Complete an Activity

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Manage Leads

Review features around adding a new record, confirming eLeads, sales pipeline and more.

• Add a Lead
• Confirm an eLead
• Decline an eLead
• Add Organization
• Add a Referral Source

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Relationships

Learn how to connect and disconnect people in VIA.

• Adding and Editing a Contact
• Authorizations & Primary Contact
• Connect Leads
• Disconnect Leads

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