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
