training agenda 1
DESCRIPTION
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Training Agenda Day 1 --- Admin Training 1 Hr Starting 8
Soffront CRM User Training Agenda for
Tangoe Corp.1. Whats New2. Introduction to the NewUserInterface3. Home Screen
a. Adding Queries
b. Using the Color Band4. Search
a. Global Search
b. Quick Search
c. Advanced Search5. Record Views
a. List View - Usage best Practices
i. User setups
b. Detailed View -Usage best Practices
i. User setups
ii. Search in Child objects
iii. Filters in child objects
6. Recent Recordsa. Grouping /Filtering
b. Pinning items7. Query
a. Locate and Run Query
8. Reporting
a. Locate and Run Reports9. Data Entry Fundamentals10. Specific Functionsa. Ability to open multiple Tabsb. Create Ticketc. Create Contactd. Linkinge. Editing tickets
11. Help