Duration – 2 Hours

Course Outline:

• CRM Options
• Customer Departments
• Contact Types
• Document and File Locations
• Dashboard (ClearView) Options
• Using CRM
• Gadget Content and Features
• Create a New Note
• Create a New Task
• Create a New Recurring Task
• Create a New Email
• Compose a Message using the HTML Editor
• Tagging Contacts Using a Query
• Tagging Contacts Using a Report

For further information on this course please lodge a ticket or send an email.