CRM Basic Training

User Settings setup, basic overview of the navigation bar, dashboard, and more.

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Monday

1pm ET

Register

CRM Admin Training

Review Case Types, Statuses, Milestones & the Task List, create Intake forms, E-Sign documents, and more.

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Wednesday

1pm ET

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CRM Automations and Workflows

Create automation from start to finish.

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Thursday

3pm ET

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