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Home > Salentica Engage Training > Engage Training Tuesdays 2024
Engage Training Tuesdays 2024
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Welcome to Training Tuesdays!

Join us each month for comprehensive training sessions crafted to enhance your expertise and elevate your skills within the Engage platform. Each session will be led by the Salentica Team and feature different discussion topics.


We have carefully curated these sessions for your benefit whether you are a new user learning the system or an existing user brushing up on your skills. Either way, we promise these training sessions will be beneficial to you and your firm.


Eight sessions will be designed for all users and four are tailored specifically for System Administrators. This strategic division ensures that participants receive content most relevant to their roles. Please take this into consideration when registering.


Be sure to share the invite with your team and bring your questions. We look forward to your active participation!


Use this link to Register!

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

January Replay


February Replay


March Replay

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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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