Synchronist®
Training Videos
Influence | Impact | Value Added
It’s more than a job.
This work you have chosen is how you personally tweak the community’s economic engine to maximize performance.
Our job is to make your job easier. This series of videos gives you access to our full Synchronist training curriculum on your schedule. They were recorded live during regular monthly training sessions. Over the coming months, we will be adding quick 2-4 minute how-to videos to dig into specific tasks.
We hope you find this resource valuable. Let us know what you think!
Getting Started
with Synchronist
Helpful How-To Videos for Using Synchronist Suite
Synchronist Interview: A Guided Conversation
Utilizing Synchronist tools as a template for your next BR|E interview
An Overview of Synchronist Suite
This overview gives you a sense of what Synchronist includes, a full suite of tools for the economic development community.
Adding & Editing Contacts
Learn the 3 simple ways to add new contacts in Synchronist Suite
Adding or Editing a Company Record
Nothing can be saved without a Company record — learn how it works!
Add or Edit Interview Record
Learn how to add new interview records or make updates to them
Tips for Utility and Community Questions
Getting started with Synchronist
Company & Contact IDs
Learn how to allow Company and Contact IDs to be identified or tagged with a specific group
Adding & Editing User Accounts
License administrators can add or remove individual operators in Synchronist
Grant Coordination with Synchronist
Learn how to coordination the American Rescue Grant with your Synchronist account
Synchronist Company Type: Prime vs. Main Street
Learn how to properly assign your company types within Synchronist
Synchronist Interviewer Guide Design
Develop your best interview tactics with our helpful guide!
Delete / Restore Company Record
Make edits to Company Profiles in Synchronist with one of these two simple methods.
Synchronist Group Look Up CRM Editing & Reporting
Learn how to use the helpful Group Lookup tool in Synchronist.
Value, Growth, Risk, Satisfaction and the Data Quality Index
Organize data from businesses that shape the economic future of your community.
Synchronist Suite's Emergency Response Feature
This embedded feature was created to help users responds businesses during emergency situations and the recovery process.