How-To's
Connect your O365 content, boost productivity, work smarter, collaborate better
CRM Integrations
- Getting Started: How to Plan your Qorus CRM Integration Setup
- How to Install the Qorus for Salesforce Add-In
- How to link Salesforce Opportunity Fields to Pursuits
- Qorus for Dynamics 365 Installation Instructions
- How to connect Hub Central with CRM systems
- Dynamics 365 Reference Fields
Locate your best content
Boost content productivity
- Assemble new presentations from existing slide decks
- Create and personalize new documents and presentations
- Insert and re-use whole documents and images
- How Qorus handles the look and feel of your inserted content in Word
- Introducing Share and Track
- Smart Insert for Word content
Design Smart Content
Pursuits
- How to create a Pursuit Type
- Add a Pursuit in Hub Central
- Pursuit Workspace
- How to recommend content for Pursuits
- Share and Track to Pursuit
- How to copy content to a Pursuit
Collaborate in Word or Excel
- Introduction to Collaboration with Qorus
- Create assignments
- Respond to an assignment
- Collaborating with Qorus FAQs
- View collaboration insights while working in Word
- Stay informed with assignment email notifications
Connect your Office 365 content
Manage Qorus
- Simplify user management for large teams
- Add users to your Qorus Content Hub
- Understanding User Roles
- Manage Join Requests
- Define Smart Field delimiters for use with Create and Insert
- Using OData to analyze your Qorus activity