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CRM 10 Training: Searches, Dashboards and Reports

December 13, 2018 @ 3:00 pm - 4:00 pm CST

This course will cover using searches, dashboards and reports in OnContact CRM software.

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

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.


December 13, 2018
3:00 pm - 4:00 pm
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