Getting Started with AERO Updated

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It’s been a while since we first uploaded our video demo of how to get started using AERO Workflow Manager. We’ve made some changes since then, and wanted to reintroduce our new Getting Started series. We’ve updated the information in the original video and broken things down into some more approachable pieces. It’s a quick guide to the basics of using AERO—be sure to visit our AERO Learning Links page for more tutorials.

Part 1: Installation and Setup

This takes you through the installation of AERO as a Method:CRM app and explains how to set up your company preferences.

Part 2: Performing Work


This takes you through actually executing tasks in AERO and making use of the resources included in the tasks.

Part 3: The Manage Tab

This goes over how to create and monitor tasks for you and your staff to perform.

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