CRM Training
Contacts, organizations, and roles, and how to tailor them to the way your organization works.
Introductory
- Using Rolodex (CRM)
Learn the core ideas of CRM (Rolodex), including contacts, organizations, and roles, plus duplicate prevention, merging, address flow down, and statuses.
Configuration
- Configuring Rolodex (CRM)
Tailor CRM (Rolodex) with custom fields, forms, 360 screens, activity types, address and phone types, contact roles, and role compliance.
Keep Learning
- Read the CRM Documentation
- Finance & Billing Training 5 videos
- Orders & Inventory Training 3 videos
- Membership Training 3 videos
- Events Training 1 video
- Certifications Training 2 videos
- Documents Training 1 video
- Sponsorships Training 1 video