Don’t be fooled by the “Beginning” label. I guarantee that even long time Act! or Zoho users will learn a new trick or two by taking a Beginning Training Course. Most of us can figure out how to add a new contact; the emphasis of this class is learning about the fields that are commonly overlooked and tips for avoiding duplicates and inaccurate data. You’ll also learn how the contents of various fields can effect other areas of your CRM.
Suggested Length: 3.5 hours
- Adding Contacts
- Commonly Overlooked Fields
- Common Data Entry Mistakes
- Performing a Query
- Working with Views
- Creating Notes & Histories
- Scheduling Activities
- Printing Contact Information
- Tips & Tricks & Short Cuts
Karen’s CRM books: I don’t just follow a book when I teach – I wrote the book! Click here to purchase one of my books now.
