CRM Introduction Training has been scheduled for the Spring 2022 semester starting on January 5. To participate in the training, you must complete and submit the CRM Access Form. The form must be completed and submitted before your training date.
Topics to be covered
- Introduction to the CRM
- Basic structure and terminology
- Hierarchy
- How to sign in
- Home screen, personal settings, navigation, and tabs
- List views
- Questions
Available sessions
- Jan. 5 – 1-2:30 p.m.
- Jan. 10 – 9-10:30 a.m.
- Jan. 26 – 1-2:30 p.m.
- Feb. 7 – 1-2:30 p.m.
- Feb. 23 – 1-2:30 p.m.
- March 7 – 9-10:30 a.m.
- March 23 – 10:30 a.m.-12 p.m.
- April 4 – 1:30-3 p.m.
- April 20 – 1-2:30 p.m.
- May 2 – 10-11:30 a.m.
- May 18 – 1:30-3 p.m.
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