ANC CRM Academy

Get confident on the CRM — fast.

Short, friendly lessons built around how you actually work. Everyone starts with the basics, then learns their own track. If you can send a text, you can do this.

5 tracks20 lessonsself-pacedlisten or read
01

Take the 2-minute intake

A quick chat tailors your training to your role — no wrong answers.

02

Learn your track

Start with Core, then your vertical. Short lessons, at your own pace.

03

Forget something? Just ask

The assistant is one click away — ask it anything, anytime.

A project checklist built from a training proposal
New walkthrough · Technology

A project checklist for each job, built from its scope

Pick a proposal or upload a scope of work and get a checklist by phase — who owns each item, the sentence it came from, and progress your whole team can tick off, with Excel and PDF.

Watch the walkthrough →
The Ready to send panel on a proposal's Review step
New walkthrough · Proposal Engine

Ready to send, and what changed since the last version

Before a document goes out, see what is missing and jump to it. After an export, see exactly what changed since the version the client received — scope, quantities, price, margin and terms.

Watch the walkthrough →
The TV Quotes equipment workspace
New walkthrough · Technology

Build, review and order a display package

Browse and compare displays, reuse equipment packages, review client prices and keep issued purchase-order revisions available as the quote changes.

Watch the walkthrough →
ANC Hub Pages library and grouped navigation
Complete walkthrough · ANC Hub

Your team workspace, from start to finish

Updated navigation plus the complete workspace tour: pages, quick search, resources, AI creation, conversations, activity, and owner controls. Choose a chapter and follow the real workflows.

Watch the walkthrough →
The connected ANC One chat workspace
New walkthrough · ANC One

From a request to finished work

Five real chat workflows, with the estimate, proposal, design proofs, CRM update and operations report shown and ready to inspect.

Watch the walkthrough →
Automatic CMS calculation in an estimator training example
Updated walkthrough · Technology

Automatic CMS pricing in the estimator

Select CMS, review the automatically calculated package, adjust requirements and export the full breakdown. Processing pricing remains separate.

Watch the walkthrough →
The sales-first ANC website opening experience
New walkthrough · ANC website

Explore the sales-first ANC website

Move from one connected venue promise to sourced proof, clear buyer routes, and a focused project brief.

Watch the walkthrough →
The ANC Ideas shared board with the open priority round
New walkthrough · ANC Ideas

Share ideas and shape the roadmap

Bring an idea by writing, speaking, or showing it. Vote on what we build first and follow every idea from considering to shipped.

Watch the walkthrough →
Recording descriptions and chapters in the ANC video library
New walkthrough · Video library

Find, watch & collect ANC videos

Read what is inside before watching. Search spoken and visible content, jump to a moment, and collect useful videos.

Watch the walkthrough →
Pipeline bid priorities and the selected bid's next action
New walkthrough · Technology

Find the next action on a bid

Check deadlines, owners and blockers, then open the right opportunity or document.

Watch the walkthrough →
Support schedule planning and review
New walkthrough · Venue Services

Plan the support schedule & manage technician updates

Month calendars, repeatable drafts, availability reminders, publishing review, shift swaps, time off, and notifications.

Watch the walkthrough →
Bid Intake review queue and selected training email
New walkthrough · Technology

Connect bid emails, opportunities & project partners

Choose the right opportunity, check saved changes, read the original email in the CRM, and confirm project partners with existing accounts, fixed roles, and source quotes.

Watch the walkthrough →
The four Subsidiary LTV fields in the Company Business section
New walkthrough · Core

Find subsidiary lifetime value

Read Revenue, Margin, Won Deals, and Last Rollup together in the Company Business section.

Watch the walkthrough →

Browse the tracks

Pick your team — or start with Core.