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April 2019


April 4, 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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CRM 10 Training: Searches, Dashboards and Reports

April 9, 2019 @ 3:00 pm - 4:00 pm CDT

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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WorkWise CRM User Group Meeting

April 17, 2019 @ 8:00 am - 1:30 pm CDT

When: Wednesday, April 17, 2019 Where: Coakley Brothers (host) 400 S 5th St. Milwaukee WI 53204   Overnight Accommodations – Hilton Milwaukee City Center 509 W Wisconsin Ave, Milwaukee, WI 53203 414-271-7250   Click here to make accommodations. When making reservations, please use the link above or ask for the WorkWise room block.   Agenda | Wednesday, April 17 8:15am – 8:30am                       Registration and light breakfast, Coakley Intro Video 8:30am…

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