17 Nov

Best of Summit 2016: Advanced Techniques to be your Organizations CRM Guru

Best of Summit 2016: Advanced Techniques to be your Organizations CRM Guru

Thursday, November 17, 2016 (1:00 PM) to Thursday, November 17, 2016 (2:00 PM) (Eastern Time)

CRMUG Virtual Event Administration, Special Interest Group
Kylie Kiser, Patrick Wright

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If you are a new CRM user or Administrator, there are lots of quick tips to help you be more productive in the system. We will be talking about navigation shortcuts, Advanced Finds and Charts.
This session hosted by CRMUG.
Learning Objectives:
• Learn some quick tips for navigating CRM quickly
• Acknowledge the benefits of working with Advanced Find to better understand your system
• Create basic Advance Find views quickly
• Understand the basics of creating and working with Charts inside CRM
• Explore personal options and introductory customizations

Kylie Kiser

Patrick Wright