Welcome to Definity Software's Online Video Application Training

Within these training links we have developed short and informative video clips to demonstrate unique configuration and application processes for the Definity CIS Application. If you have further questions, please contact Definity Software using the link below. 

 
 

Search & Enter Client Interactions

Easily search and enter customer interactions. Create service requests or sales leads through a single GUI. 
   

Main Toolbar Overview

Review the Main Toolbar and how to use each button.
 
   

Configuring a New Sales Lead or Campaign

Learn how to setup, select, and use a sales lead and campaign in the Definity CRM module.