2 - Getting Started

tue23aug11:00 amtue11:45 am2 - Getting StartedOnce you have your file set up, this is the place for help Getting Started

Event Details

 

 

Congratulations, you’re file is set up. Lets get started with some navigation and what you can do in each module.

 

 

In this Live Online Training, we will cover the following topics:
– We will go through in detail each module; Contacts, Agreements, Activities, Employees, Company, Reports, and Preferences.
– Setting up your first records; Contacts, Activity Templates, and Employees.

Click The Mic To Join The Meeting

All Live Online Training must sign up 24 hours in advance.

You are welcome to watch the “2 – Getting Started” video at your convenience, which covers everything in training.

Time

August 23, 2022 11:00 am - 11:45 am Central Time, Chicago, IL(GMT+00:00)

Location

Live Online

Other Events

Future Event Times in this Repeating Event Series

23April 11:00 am30April 11:00 am7May 11:00 am14May 11:00 am21May 11:00 am28May 11:00 am4June 11:00 am11June 11:00 am18June 11:00 am25June 11:00 am2July 11:00 am9July 11:00 am16July 11:00 am23July 11:00 am30July 11:00 am6August 11:00 am13August 11:00 am20August 11:00 am27August 11:00 am3September 11:00 am10September 11:00 am17September 11:00 am24September 11:00 am1October 11:00 am8October 11:00 am15October 11:00 am22October 11:00 am29October 11:00 am5November 11:00 am12November 11:00 am19November 11:00 am26November 11:00 am3December 11:00 am10December 11:00 am17December 11:00 am24December 11:00 am31December 11:00 am7January 202511:00 am14January 202511:00 am21January 202511:00 am28January 202511:00 am4February 202511:00 am11February 202511:00 am18February 202511:00 am25February 202511:00 am4March 202511:00 am11March 202511:00 am18March 202511:00 am25March 202511:00 am1April 202511:00 am8April 202511:00 am15April 202511:00 am22April 202511:00 am29April 202511:00 am6May 202511:00 am13May 202511:00 am20May 202511:00 am27May 202511:00 am3June 202511:00 am10June 202511:00 am17June 202511:00 am24June 202511:00 am1July 202511:00 am8July 202511:00 am15July 202511:00 am22July 202511:00 am29July 202511:00 am5August 202511:00 am12August 202511:00 am19August 202511:00 am26August 202511:00 am2September 202511:00 am9September 202511:00 am16September 202511:00 am23September 202511:00 am30September 202511:00 am7October 202511:00 am14October 202511:00 am21October 202511:00 am28October 202511:00 am4November 202511:00 am11November 202511:00 am18November 202511:00 am25November 202511:00 am2December 202511:00 am9December 202511:00 am16December 202511:00 am23December 202511:00 am30December 202511:00 am6January 202611:00 am13January 202611:00 am20January 202611:00 am27January 202611:00 am3February 202611:00 am10February 202611:00 am17February 202611:00 am24February 202611:00 am3March 202611:00 am10March 202611:00 am17March 202611:00 am24March 202611:00 am31March 202611:00 am7April 202611:00 am14April 202611:00 am21April 202611:00 am28April 202611:00 am5May 202611:00 am12May 202611:00 am19May 202611:00 am26May 202611:00 am2June 202611:00 am9June 202611:00 am16June 202611:00 am23June 202611:00 am30June 202611:00 am7July 202611:00 am14July 202611:00 am21July 202611:00 am28July 202611:00 am4August 202611:00 am11August 202611:00 am18August 202611:00 am25August 202611:00 am1September 202611:00 am8September 202611:00 am15September 202611:00 am22September 202611:00 am29September 202611:00 am6October 202611:00 am13October 202611:00 am20October 202611:00 am27October 202611:00 am

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