End User Basic Training

The training is primarily intended for the end-users; both managers and entry level employees, and will focus on equipping them with the necessary skills to manage their daily work processes efficiently. To facilitate an effective adoption of the system, we will be providing hands-on training to ensure a practical learning experience.

Course Agenda:

  • How to use CRM
  • How to use Tasks & Projects
  • How to use Calendar, Drive and Collaborati0n tools
  • How to generate reports (for managers)
  • How to use CRM Analytics (for managers)
CRM form will load here