SmartOffice: Beyond the Basics

Описание: This class showcases how you can support your business objectives through the effective use of SmartOffice. Concepts covered include: viewing other users’ calendars, scheduling a group meeting, using dashboards for customer service and prospecting, mining important data quickly and easily, and organizing data using key relations and households. We also show how to view your assets under management and search recent SmartPad notes for specific information.

Prerequisites: Thorough understanding of basic SmartOffice navigation as well as completion of the SmartOffice Overview training class.

Learn more about SmartOffice:
• Website: https://www.smartofficecrm.com
• Quick Tour:    • SmartOffice: A Quick Tour  

Contact our Sales Team:
• (800) 777-9188
• [email protected]
• https://www.smartofficecrm.com/ContactUs

Check out additional tips and tutorials:
• Subscribe to our YouTube channel:    / @smartofficebyzinnia  
• Visit our Training Center: https://help.smartofficecrm.com/sopro...
• Watch the SmartOffice Orientation: https://help.smartofficecrm.com/sopro...
• Watch the Getting Started with SmartOffice webinar:    • Getting Started: SmartOffice Overview  

Connect with other SmartOffice users:
• LinkedIn group:   / 4402430  

Get help from a live person:
• SmartOffice Training and Support: https://www.smartofficecrm.com/traini...