Mastering the Basics: An introduction to Vicinity CRM

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