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September 2018

CRM 10 Training: E-Mail Designer

September 27, 2018 @ 3:00 pm - 4:00 pm CST

Use the email designer to build professional, eye-catching emails without having to know any HTML code. In this session, you will learn how to: Use our easy drag & drop interface to place content blocks and images exactly where you want them. Choose from one of our many email templates and begin working immediately. Preview, test and schedule emails. Evaluate your success by analyzing email metrics like opens, clicks and bounces. Please note this CRM overview is designed to complement…

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October 2018

CRM 10 Training: Getting Started

October 4, 2018 @ 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…

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CRM 10 Training: Searches, Dashboards and Reports

October 9, 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

October 25, 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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November 2018

CRM 10 Training: Marketing Campaigns from Start to Finish

November 1, 2018 @ 3:00 pm - 4:00 pm CST

Execute, manage and analyze highly targeted, multi-phased campaigns across all marketing channels with our campaign management platform. Automate processes to more effectively move leads through your sales pipeline. Target campaigns to deliver personalized marketing messages and nurture relationships over time. Drill down into the details of your campaigns to analyze effectiveness and determine where you are generating the best ROI. OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run…

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