ONCONTACT TRAINING

Learn From Our Experts

Free CRM Software User Training Classes

OnContact provides you with all the resources and training you and your users need to ensure the success of your investment. Our customers are encouraged to register for any of our monthly free User Training Classes.

These weekly live webinars cover a variety of topics to educate all users in approximately 60 minutes (45 minutes of training followed by a 15 minute Q&A session). Please note these overviews are designed to complement standard End User Training, not replace it.

Upcoming CRM Training Schedule

Register for one of our upcoming CRM software user training classes. All times listed are CST (Central Standard Time). Register today!

Monthly CRM Training Classes

These 4 CRM software courses are offered every month and are free for OnContact customers. Register today!

Getting Started with CRM

Application Overview

  • Workspace Menu and Items
  • Help Menu

Navigation Menu

  • Search and Saved Searches
  • Recent Items and Favorites
  • Dashboard

Main Page Features

  • Toolbars
  • Tab Control
  • Detail Columns
  • Contact Tree

Main Pages

  • Company View
  • Contact View
  • Opportunity View
  • Incident View
  • Activity View
Searches, Dashboards & Reports

Searching for Data in OnContact CRM 

  • Using the Navigation Menu Search
  • Using the CRM List Page to find data
  • Working with Saved Search
  • Customize the UI
  • Using Advanced Search feature

Dashboards

  • Dashboards shipped with CRM
  • User preferences on Dashboards
  • Working with Data

Using Reports

  • Report Workspace
  • Customizing Reports
Outlook Integration

Outlook Integration Features

  • Log into Toolbar/Basic Setting
  • Send & Record Inbound/Outbound Email
  • Create Outlook Appointments & Tasks from Activities
  • Create Activities from Appointments & Tasks
  • Send Email from Activity
  • Email Merge
  • Send Contacts to Outlook
Import Utility

Location of the Import Utility

  • Setup >> Miscellaneous >> Import
  • Adding Setup Group to Users

Running the Import

  • Supported File Types
  • Using Supplied Import Templates
  • Choosing a File, Destination and Previewing the Data
  • Mapping Columns and Related Tables
  • Running the Import
  • Reviewing the Imported Data