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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

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Synchronist Interview: A Guided Conversation

Utilizing Synchronist tools as a template for your next BR|E interview

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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.

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Adding & Editing Contacts

Learn the 3 simple ways to add new contacts in Synchronist Suite

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Adding or Editing a Company Record

Nothing can be saved without a Company record — learn how it works!

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Add or Edit Interview Record

Learn how to add new interview records or make updates to them

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Tips for Utility and Community Questions

Getting started with Synchronist

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Company & Contact IDs

Learn how to allow Company and Contact IDs to be identified or tagged with a specific group

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Adding & Editing User Accounts

License administrators can add or remove individual operators in Synchronist

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Grant Coordination with Synchronist

Learn how to coordination the American Rescue Grant with your Synchronist account

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Synchronist Company Type: Prime vs. Main Street

Learn how to properly assign your company types within Synchronist

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Synchronist Interviewer Guide Design

Develop your best interview tactics with our helpful guide!

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Delete / Restore Company Record

Make edits to Company Profiles in Synchronist with one of these two simple methods.

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Synchronist Group Look Up CRM Editing & Reporting

Learn how to use the helpful Group Lookup tool in Synchronist.

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Value, Growth, Risk, Satisfaction and the Data Quality Index

Organize data from businesses that shape the economic future of your community.

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