Activities & Workflow Training Webinar
In this session we’ll look at how you can manage your day-to-day activities in CRM and break down your workflows and data into actionable chunks.
Who should attend?
This session is recommended for all users.
What does it cover?
- Using different types of activities
- Using calendars in CRM
- Setting notifications and reminders
- Logging phone calls
- Recording, tracking and billing time
- Organising your workflow
- Syncing your Outlook data to CRM
- Attaching files and documents
To book your spot please select the session you would like to attend and fill in your details.
Join our Training on Activities & Workflow
Following are the upcoming sessions you can register for. Sessions will be recorded.
More Online Training Webinars
About the Webinar
Can I ask questions?
YES!! We encourage you to ask as many questions as you need to. Simply pop your question into the Q&A box during the session and we’ll take care of it.
Who should join?
Training benefits new users, those on a trial or anyone interested in learning more about CRM. Business owners, sales and marketing teams, operations managers and anyone involved in purchasing or product management.
Can I have a recording of the session?
The sessions are recorded and will be made available afterwards in case you wish to share it with your team or refer back to it.
Customer Success Stories
