Quick Search a Customer Case: Customer Case Quick Search, Search Types, Wildcard Search.

Quick Search an Opportunity: Opportunity Quick Search, Search Types, Wildcard Search

Saving an Email to Multiple Entries: Preferences, Create record from an email, Selecting records, View email in documents

Action Plan – Auto-Format Phone Numbers: Preferences, International numbers, Changing formats

Action Plan – Get Ready for a Client Visit : Create Action Plan, Use Action Plan, Modify Action Plan

Creating Notes and Documents: Adding Notes, Note Types/categories, Adding Documents, Document Types/categories, Drag and Drop multiple Documents, History Window, Notes and Document Filters, Reports.

Using Notifications: Set up Notifications, Notification Manager, Create Service User, Set Up Alarms and Notifications, Adding Notifications

Creating Dashboards : What are Dashboards, Creating new Dashboards, Chart Types, Drill down on Dashboard charts, Indicators, Customise and modify indicators

Creating Email Campaigns – Creating Email Campaign Templates, Edit existing Templates, Customise Campaigns,
New Campaigns, Sending day and time, Attachments, Merge Fields and Unsubscribe: Recipient Lists, Campaign, Statistics, Campaigns and Opportunities.