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Administrator Training

 

Setting User and System Options

  • Setting individual user options

  • An overview of system settings

 

Data Management

  • Exporting of data to Excel

  • Importing data into CRM

  • Duplicate checking and duplicate check criteria

  • Deduplication of data

  • Cleansing of data including data merge

  • Global updates to data

  • Enforcing data entry standards

  • Reassigning and Sharing records

 

Advanced Searching, Views and Charts

  • Creating a basic advanced find

  • Creating a comprehensive advanced find

  • Creating saved personal and system views

  • Creating personal and system charts

  • Creating personal and system dashboards

  • Sharing and assigning views, charts and dashboards to users and teams

 

Customisation

  • Editing existing fields

  • Creating new fields

  • Customising forms and views

 

 

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Business Process Customisation

  • Editing and creating workflows

  • Editing and creating dialogues

  • Editing and creating Business Flows and Actions

 

Reporting

  • Working with basic reports

  • Creating new reports using the reporting wizard

 

Outlook Set up and Integration

  • Installing and setting up Outlook integration

  • Outlook preferences explained

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Bespoke Modules

We have outlined the most popular Administrator topics however this course is completely tailored to suit the requirements of the delegates and additional topics may be added.

 

 

 

 

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