best chat software
intelecrm Introduction
return to intelecrm Courses
Description Course Number Duration Audience Pricing Purchase
Introduction to basic intelecrm use cases USR-INTELECRM-101 4h* Users, Admins 500USD

Course Benefits

This comprehensive overview course provides users, administrators, and company executives an overview of all intelecrm functions and capabilities.

argaiv1955

Who Should Attend

This course is designed for all users types.

Learning Objectives

Introduction to the intelecrm User Interface

  • Basic navigation
  • The interface paradigm (list view, detail view, edit view, sub panels)
  • User settings
  • Searching

Module Review

  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Email
  • Activities and Calendar
  • Cases
  • Projects
  • Reports
  • Documents

Use Case Review

  • Lead Management
  • Opportunity Management

Prerequisites

This is an introductory course and does not have any suggested prerequisites.

*Duration includes up to 2 hours of prep and post, and up to 2 hours of training.

return to intelecrm Courses
 

Intelestream Inc - Phone: (800) 391.4055 - Fax: (312) 244.3765 - Address: 27 North Wacker Drive Suite 370 Chicago IL 60606
| Privacy policy | Trademark policy | Site Map |