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May 2019

CRM 10 TRAINING: GETTING STARTED

May 2, 2019 @ 3:00 pm - 4:00 pm CDT

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…

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Improving Customer Service using Incidents, Warranty, & RMA’s

May 8, 2019 @ 10:00 am - 11:00 am CDT

Taking care of your customers after the sale is key to preserving your customer base revenue. And let’s face it – when a customer has an issue, that’s the time you need to be most responsive to them. The systems in which you work can help improve your customer’s experience by having accurate, up-to-date information about how their issues are being resolved, and help them get resolved in a timely fashion. In this webinar, you’ll learn about ways in which…

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WorkWise ERP Mid-West Regional User Group

May 14, 2019 @ 1:00 pm - May 15, 2019 @ 12:00 pm CDT

New (View PDF Agenda) When: May 14th – 15th, 2019 Where: Brad Foote Gear Works, Inc. 3250 South Central Avenue Cicero, IL 60804 Hotel: Sleep Inn Midway Airport 6650 S. Cicero Ave. Bedford Park, IL, 60638, US Phone: (708) 594-0001 Premium Free WiFi Free Continental Breakfast Free Parking Free Airport Shuttle Request the SPECIAL “WorkWise” Rate - $99.00 Special RATE is guaranteed thru April 23rd Meeting Times: Tuesday – 1:00 pm – 5:00 pm (Brad Foote Gear Works, Cicero, IL)…

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CRM 10 Training: Outlook Integration

May 14, 2019 @ 3:00 pm - 4:00 pm CDT

In this free CRM training course, we will cover the following OnContact Outlook Integration features: Log into Toolbar/Basic Setting Send & Record Inbound/Outbound Email Create Outlook Appointments & Tasks from Activities Create Activities from Appointments & Tasks Send Email from Activity Email Merge Send Contacts to Outlook OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this…

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