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December 2018

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: 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…

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CRM 10 Training: Outlook Integration

December 18, 2018 @ 3:00 pm - 4:00 pm CST

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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