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CRM Training: Using Searches, Dashboards & Reports
August 8 @ 3:00 pm - 4:00 pm CST
This course will cover using searches, dashboards and reports in OnContact CRM software. Free for OnContact customers.
Searching for Data in OnContact CRM:
- Using the Navigation Menu Search
- Using the CRM List Page to find data
- Working with Saved Search
- Customize the UI
- Using Advanced Search feature
- Dashboards shipped with OnContact CRM software
- User preferences on Dashboards
- Working with Data
- Report Workspace
- Customizing Reports
This free webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this CRM training overview is designed to complement standard End User Training, not replace it.
Free for OnContact customers.