CRM Education
Providing a complete range of CRM Solutions tailored perfectly to fit your business
Administrator Training
Setting User and System Options
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Setting individual user options
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An overview of system settings
Data Management
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Exporting of data to Excel
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Importing data into CRM
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Duplicate checking and duplicate check criteria
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Deduplication of data
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Cleansing of data including data merge
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Global updates to data
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Enforcing data entry standards
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Reassigning and Sharing records
Advanced Searching, Views and Charts
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Creating a basic advanced find
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Creating a comprehensive advanced find
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Creating saved personal and system views
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Creating personal and system charts
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Creating personal and system dashboards
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Sharing and assigning views, charts and dashboards to users and teams
Customisation
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Editing existing fields
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Creating new fields
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Customising forms and views
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Business Process Customisation
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Editing and creating workflows
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Editing and creating dialogues
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Editing and creating Business Flows and Actions
Reporting
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Working with basic reports
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Creating new reports using the reporting wizard
Outlook Set up and Integration
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Installing and setting up Outlook integration
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Outlook preferences explained
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Bespoke Modules
We have outlined the most popular Administrator topics however this course is completely tailored to suit the requirements of the delegates and additional topics may be added.
