Training – Cloud Basics Webinar
Date/Time
Date(s) - May 28
12:30 pm EDT - 2:30 pm EDT
Cost: $0/person
Description:
This virtual webinar class is designed for newer Cloud users to learn the basics of Cloud: accessing your database, Account Settings, layout and navigation, record management, basic reports and filtering, dashboards and workspaces, and more of the like. This content covers the Cloud ‘framework’ rather than module-specific topics, and uses generic data and examples.
Main topics include:
- Login Process
- User Account Settings
- Program Navigation and Searching
- Activity Steam
- Dashboards
- Pinning
- Following
- Favoriting
- Labelling Records
- Sorting
- Filtering and Dashboards
- Global People and Addresses
- Reporting
- Custom Fields and Field Configuration
- Workflows
Bookings
This session is full — but don’t worry!
We’ve got more great training opportunities coming up. Check out our Training Calendar to find another session that fits your schedule and secure your spot today!