Customers - Level 1

Employee Record

On successful completion of this lesson, students will understand how to set up and use an employee record.

Adding a New Enquiry

On successful completion of this lesson, students will understand how to add a new enquiry.

Groups

On successful completion of this lesson, students will understand how to create new groups and to how find existing groups.

Contact Calls

On successful completion of this lesson, students will understand how to add a contact call and how to search for scheduled contact calls.

Pop-Up Notes

On successful completion of this lesson, students will understand the function of a pop-up note, how to add a pop-up note and how to find pop-up notes.

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