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CRM Training: Getting Started with OnContact CRM Software

August 3, 2017 @ 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.


August 3, 2017
3:00 pm - 4:00 pm
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