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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:

  • Dashboards shipped with OnContact CRM software
  • User preferences on Dashboards
  • Working with Data

Using Reports:

  • 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.

Details

Date:
August 8
Time:
3:00 pm - 4:00 pm
Event Categories:
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