Training – Cloud Basics Webinar

Date/Time
Date(s) - Nov 12
12:30 pm EST - 2:30 pm EST

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