Welcome to Workshop Wednesday!

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 Engage 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.

While all Engage users are invited, seven sessions are designed 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!

Join us at 1pm EST on the dates listed! 

Registration for April Coming Soon

Monthly Recordings

January: Kick Off the New Year with Engage: Master the Basics of CRM Navigation and Record Management

February: Boost Your Productivity with Engage: Activity Management, InTouch Service Levels & Smarter List Views

March: Visualize Success with Engage: Personal Dashboards & Pipeline Tools to Track Your Prospects

Upcoming Webinars:

April 29th: Utilizing Engage Workflows with Workflow Manager - Presented by Jordan Buhler

May 27th: Exploring Copilot and Dynamics 365 Wave Release 1 - Presented by Tanya Tygesen

June 24th: Working with Professional Services - Presented by Kris D'Crus, Ling Chen & Tanya Tygesen