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Self Training

The best way to to get familiar with the CRM software is to take advantage of the many self-help products available to you.

How-To Videos - Hundreds of short videos categorized by CRM feature to show you exactly how to use and manage your software including a "Getting Started" guide that will walk you through the enitre CRM and show you what you need to know to start.
Click this link to visit our HOW-TO Video Knowledge Base
Click here to view the "Getting Started" video


Written Guides - Learn the CRM program by reading one of our many PDF documents. Click this link to visit or Documents Reposititory

Help Guides Inside Your CRM - There are many "help" links inside your CRM software itself. Look for the "help" link usually located in the upper right corner of most pages. Click the "Training" link at the very top right of your CRM program to view more help files about many of programs features.
   

One on One Training

Join one of our free weekly conference calls with video screen share to ask your specific questions about the CRM software and have one of our Support Managers show you the answer on your computer screen. Webinars typically last 1 hour and are presented at various times during the week for your convenience.

Click on the "Register" link at the end of the webinar listed below that you would like to attend. You will be sent an email containing the webinar date/time, screen share link, and conference telephone number. 

Feb 2010 - One on One Trainings

ActionCOACH CRM - Webinar on Setting up and Running a Campaign in CRM
Fri, Feb 5, 2010 3:00 AM - 4:00 AM EST
* Click to Register

ActionCOACH CRM - Introductory Webinar
Tue, Feb 9, 2010 9:00 AM - 10:00 AM EST* Click to Register

ActionCOACH CRM – Email set up Webinar
Thu, Feb 11, 2010 3:00 AM - 4:00 AM EST* Click to Register

ActionCOACH CRM - Open Discussion Webinar
Tue, Feb 16, 2010 3:00 AM - 4:00 AM EST* Click to Register

ActionCOACH CRM - Introductory Webinar
Fri, Feb 19, 2010 9:00 AM - 10:00 AM EST* Click to Register

ActionCOACH CRM - Webinar on Working with workflows
Tue, Feb 23, 2010 3:00 AM - 4:00 AM EST* Click to Register

ActionCOACH CRM - Open Discussion Webinar
Fri, Feb 26, 2010 2:00 AM - 3:00 AM EST* Click to Register


   
 
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