Learning Resources

Learning Resources

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Learning Resources (Redirected from Learn More)
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Introducing new software and processes can be challenging; our goal is to smooth the transition and help your team ease into new tools, and be productive and successful right away.
Overview
Become familiar with the platform and learn how to use the platform and understand core concepts and features:

Learning Plan for New Users


Browse these topics to learn more about the platform:

Advanced Learning Plan


If you are:

Advanced Topics


  • Data Import - Load contacts, accounts and other business data
  • Mass Operations - Modify or delete large batches of records, or reassign records to a new owner
  • Print Templates - Build customized templates to print records (for invoices, receipts, invitations and other paper communications)
  • Email messages and Template Variables - Personalize email communications to contacts or in marketing campaigns

Have a question?


File a Support Case.

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