Welcome to the team! This interactive training session is designed to give new starters a solid introduction to our CRM database. You'll learn how to navigate the system, manage records, and make the most of key features to support your day-to-day work.
Whether you're brand new to CRMs or just need a refresher, this session will equip you with the confidence and knowledge to get started.
What we'll cover:
- Logging in and user access
- Adding and updating records
- Searching and filtering data
- Using key tools and features
- Best practices and tips
Perfect for: New team members or anyone needing a CRM refresher
