This course will prepare you for success with Continuum CRM. You’ll learn how to login, update your user profile, and navigate around the application. You’ll also be introduced to dashboards, marketing leads, sales prospects, and adding activities.
This course is for Sales Counselors who are new to Continuum CRM. Once you complete the course, you’ll know how to enter records and log your daily sales related activities. The prerequisite is Getting Started with Continuum CRM.
This course covers three major areas of the Continuum CRM application. You’ll learn about the Document Library, the Calendar tab, and the Events & Advertising tab. The prerequisite is Getting Started with Continuum CRM.
Dashboards and Reports are two powerful ways to view your Continuum CRM data. This course will teach you how to view, create, modify, and use Dashboards and Reports effectively.
This course will teach you how to use the email marketing features in Continuum CRM. It covers creating templates, using distribution lists, sending emails, tracking campaigns, and more. The prerequisite is Getting Started with Continuum CRM.
Continuum CRM integrates with Microsoft Office. In this course, you’ll learn how to download, install, and use our add-ins for Microsoft Outlook, Excel, and Word. The prerequisite is Getting Started with Continuum CRM.
Administrators can customize and configure the Continuum CRM application. This course covers general administration. You’ll need the Administrator privilege to access the areas of the application covered in this course.
This course covers advanced administrative tools and settings. It is designed for Continuum CRM users with Administrator privileges who have also completed both the Getting Started and General Administration courses.
This course is for Sales Counselors who have completed both the Getting Started and Sales Counselor 1 courses. The lessons in this course cover workflows, managing move-ins and move-outs, queries, and list page layouts.
This course is essential for Sales Managers who are new to Continuum CRM. The lessons in this course will teach you how to view and analyze your data, manage your workflows, and measure the effectiveness of your marketing efforts.
