This session is meant for users who have a little more experience in the system, but might need a bit of a refresher. Content covered here should allow users to jump further into advanced concepts during the conference by providing a review of key tools. This session could also further prepare you for the Certification Course scheduled for day 2.
Time: 1:00PM - 5:00PM
It is recommended that users have logged into their Simpleview CRM and attempted to navigate the system before attending the session
Understanding of the Simpleview CRM system, including industry knowledge
Who Should Take This Course:
When You Complete This Session, You Will Be Able To:
Best practices for configuring fields and managing data within the system
Time saving techniques for data entry, report building and system management