Simpleview CRM: Refresher for Experienced Users

Simpleview CRM: Refresher for Experienced Users


Regular price $450.00 $350.00 Sale

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:

  • Sales
  • Leadership
  • Member/Partner

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