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, some sessions are designed specifically for System Administrators. This strategic division ensures that participants receive content most relevant to their roles. Please consider this when registering.
Be sure to share the invite with your team and bring your questions. We look forward to your active participation!
2027 Dates 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
April: Utilizing Engage Workflows - Workflow Manager
May: Exploring Copilot and Wave Release 1
July: Working with Professional Services
September: Behind the Scenes: Setting Up InTouch Service Levels & Creating Workflow Templates
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