Airs Tuesday, October 30 at 11AM PDT / 2PM EDT
CollabLab Wed, October 31 at 11AM PDT / 2PM EDT
Join us as we guide you through the basics of the Member/Partner User Group. Part two of our "New User Overview" series takes you a step further into understanding your CRM. We'll help you learn how to properly manage your data and use the features in CRM’s "hub" to maximize the power of your CRM.
If you’re new to CRM, you may feel like you’re a long way from understanding the system. Never fear. Simpleview experts are ready to lead you through the foundational elements of your CRM. No tricks, just straightforward help to make using your CRM a treat.
What You’ll Learn:
- Learn how to create and maintain Accounts and Contacts.
- Discover the importance and use of Amenities and Listings.
- Gain an understanding of the Benefits Summary.
We will also be discussing best practices for the following:
- Using Tags
- Setting access and permissions for Extranet users
- Communicating with stakeholders
This webinar has an extra TREAT: the CollabLab on Halloween! When you sign up for the Member/Partner: New User Overview Webinar, you’re automatically registered for the CollabLab the next day.
Join David Roberts, CRM Training Manager, and Robyn Temple, Product Education Specialist, on October 30 for this second installment of our CRM New User webinar series. We invite you to come back the next day for the CollabLab, a great opportunity to get more of your Member/Partner User Group questions answered.
Also, you can check out part one of this series in preparation for the next webinar.