Webinar Airs Tuesday, October 16 @ 11AM PDT / 2PM EDT
CollabLab Airs Wednesday, October 17 @ 11AM PDT / 2PM EDT

Are you new to Simpleview CRM or in need of a refresher on the basics? Join us for the New User Overview webinar, designed to get you oriented or re-oriented to the system. We'll help you understand the user interface, pointing out the how to navigate CRM efficiently. We’ll also give you some tips and tricks to help you maximize the power and functionality of your CRM.

What You’ll Learn

  • Learn about the different user groups and records in CRM.
  • Find out why those Dashboard & Dashlets exist and how to use them.
  • Discover how to access additional CRM resources.

We will also be discussing best practices for the following:

  • Navigating CRM
  • Understanding user group functionality
  • Using the Benefits Summary

But wait, there’s more!  When you sign up for the New User Overview webinar, you’re automatically registered for the CollabLab the next day. The CollabLab offers time for you to ask our experts questions related to navigating and understanding your CRM.

Join Chris George, our Director of Product Education, and Dave Roberts, CRM Training Manager, on October 16th for your Simpleview CRM: New User Overview. We invite you to come back the next day for the CollabLab, a great opportunity to get your questions answered.