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CRM Training: Getting Started with OnContact CRM Software
August 3 @ 3:00 pm - 4:00 pm CST
Learn the basics of OnContact CRM Software so you can get started quickly. In this free training class, we will cover the following features:
- Application Overview: Workspace Menu, Items and Help Menu
- Navigation Menu: Search & Saved Searches, Recent Items & Favorites and Dashboard
- Main Page Features: Toolbars, Tab Control, Detail Columns and Contact Tree
- CRM Main Pages: Company View, Contact View, Opportunity View, Incident View and Activity View
This live online webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this overview is designed to complement standard End User Training, not replace it.
Open to all current OnContact CRM customers.