Free

CRM Practical 2 (2 of 2) User Training

Event Information

Share this event

Date and Time

Location

Location

Manningham City Council Depot SES Training Room

620-628 Blackburn Road

Doncaster East, VIC 3109

Australia

View Map

Event description
CRM Connect - Training

About this Event

CRM Connect - Practical User Session #2 - Training

In this class you will learn how to use the CRM to manage your cases in most situations, including all (non-mandatory) fields in the case form, how to create & update customers & addresses, and when to use Quick Create.

You will also learn advanced CRM concepts including; customising dashboards, views and reports.

Course Contents:

  • Review of Practical User Session #1
  • Create Contacts & Organisations
  • Case form – all fields
  • Personalise dashboards & views
  • More CRM Concepts

Note this is a two part class, this is session #2. You must sign up for both sessions #1 and #2 separately. You must complete session#1 before attending this class.

Don’t forget to bring your CRM Ticket

! This is a half-day class so we will provide morning or afternoon tea. Please let us know any dietary requirements using the field on the booking form.

Share with friends

Date and Time

Location

Manningham City Council Depot SES Training Room

620-628 Blackburn Road

Doncaster East, VIC 3109

Australia

View Map

Save This Event

Event Saved