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Training Topics & Dates: 

January 30th - Basic Navigation & Main Entities

February 20th - Relationships & Contacts

March 26th - Customizing Forms & Fields in PowerApps for Admins

April 30th - Activities & Intouch Service Levels

May 28th - Intro to Workflows

June 25th - Workflow Manager for Admins

July 30th - Personal Views & Personal Dashboards

August 27th - Customizing System Views & Dashboards plus Reports & Importing Data for Admins

September 24th - Pipeline Tools

October 29th - Salentica Engage & Microsoft Outlook – Better Together

November 26th - Monitoring & Managing Data Broker for Admins

December 17th - Data Hygiene

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January - The Basics

February - Relationships and Contacts

 

March - Customize Forms & Fields

April - Activities & InTouch

May - Workflow Manager

June - Workflow Manager for Admins

July - Views and Dashboards

August - Admin: Views, Dashboards, Reports, and Imports

September - Pipeline Tools

October - Outlook

November - Data Broker

December - Data Hygiene