#1: Basic CRM Functions
- All about our “Clear View” interface
- How to navigate the contact record
- Creation of new contact records
- How to use tabs and action buttons
- Navigating the left sidebar
- Searching by Selection Criteria
- Use of the Advanced Query
- Creating database subsets
- Choosing specific reports
- Setting report favorites
- Exporting report data
- Learn about the Events tab
- Navigate the AA Calendar
- Learn about calendar settings
- View calendar reports
- Learn about tasks and appointments
- Create and modify linked events
Questions about the CRM? Data Imports? Contact us to schedule an appointment with our technical support team.
